SMFS
BYM

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

Squar Milner 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
2018
Q3 		– Sell
-725
Closed -$9K – 766
2018
Q2 		$9K Buy
+725
New +$9.49K 0.01% 601

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Squar Milner Financial Services's BYM Position: Q3 2018 in Review

Squar Milner Financial Services sold out of BlackRock Municipal Income Quality Trust (BYM) in Q3 2018, closing a stake of 725 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in BYM in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 65 funds tracked by Wall St. Rank hold BYM as of Q3 2018.

  • Squar Milner Financial Services reported no remaining BlackRock Municipal Income Quality Trust position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 725 BlackRock Municipal Income Quality Trust shares in Q3 2018, an estimated $9K.
  • Squar Milner Financial Services first reported a position in BlackRock Municipal Income Quality Trust in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's BlackRock Municipal Income Quality Trust position peaked at $9K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.