SFS
BYM

Sowell Financial Services’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Sowell Financial Services’s Portfolio BYM Stock Details BYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,520
Closed -$143K – 590
2023
Q1 		$143K Buy
+12,520
New +$144K 0.01% 712
2021
Q3 		– Sell
-17,674
Closed -$278K – 481
2021
Q2 		$278K Buy
17,674
+65
+0.4% +$1.01K 0.02% 480
2021
Q1 		$277K Buy
17,609
+267
+2% +$4.01K 0.01% 877
2020
Q4 		$263K Buy
17,342
+263
+2% +$3.81K 0.01% 747
2020
Q3 		$243K Buy
17,079
+173
+1% +$2.46K 0.01% 672
2020
Q2 		$232K Buy
16,906
+181
+1% +$2.42K 0.01% 669
2020
Q1 		$222K Buy
16,725
+110
+0.7% +$1.54K 0.02% 622
2019
Q4 		$233K Buy
16,615
+1,056
+7% +$14.8K 0.02% 662
2019
Q3 		$220K Buy
+15,559
New +$218K 0.02% 608
2019
Q1 		$204K Buy
+15,218
New +$201K 0.02% 519
2018
Q4 		– Sell
-14,834
Closed -$190K – 470
2018
Q3 		$190K Buy
14,834
+59
+0.4% +$773 0.03% 336
2018
Q2 		$194K Buy
14,775
+173
+1% +$2.26K 0.04% 272
2018
Q1 		$190K Buy
14,602
+244
+2% +$3.29K 0.05% 254
2017
Q4 		$201K Buy
14,358
+121
+0.8% +$1.74K 0.05% 242
2017
Q3 		$203K Buy
14,237
+175
+1% +$2.56K 0.05% 235
2017
Q2 		$203K Buy
14,062
+186
+1% +$2.64K 0.06% 237
2017
Q1 		$197K Buy
13,876
+194
+1% +$2.71K 0.06% 240
2016
Q4 		$190K Buy
+13,682
New +$196K 0.06% 194

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Sowell Financial Services's BYM Position: Q2 2023 in Review

Sowell Financial Services sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2023, closing a stake of 12,520 shares — an estimated $143K sold.

Sowell Financial Services first reported a position in BYM in Q4 2016 and held it in 18 quarters. The position peaked at $278K in Q2 2021. 60 funds tracked by Wall St. Rank hold BYM as of Q2 2023.

  • Sowell Financial Services reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 12,520 BlackRock Municipal Income Quality Trust shares in Q2 2023, an estimated $143K.
  • Sowell Financial Services first reported a position in BlackRock Municipal Income Quality Trust in Q4 2016 and held it in 18 quarters.
  • Sowell Financial Services's BlackRock Municipal Income Quality Trust position peaked at $278K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.