SWRP
MCA

Summit Wealth & Retirement Planning’s BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC MCA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio MCA Stock Details MCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15,600
Closed -$211K – 118
2020
Q1 		$211K Buy
+15,600
New +$221K 0.11% 105

Other funds holding MCA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's MCA Position: Q2 2020 in Review

Summit Wealth & Retirement Planning sold out of BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC (MCA) in Q2 2020, closing a stake of 15,600 shares — an estimated $211K sold.

Summit Wealth & Retirement Planning first reported a position in MCA in Q1 2020 and held it in 1 quarter. The position peaked at $211K in Q1 2020. 52 funds tracked by Wall St. Rank hold MCA as of Q2 2020.

  • Summit Wealth & Retirement Planning reported no remaining BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position as of Q2 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 15,600 BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC shares in Q2 2020, an estimated $211K.
  • Summit Wealth & Retirement Planning first reported a position in BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC in Q1 2020 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC position peaked at $211K in Q1 2020.
  • 52 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC as of Q2 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2020, filed 13 Aug 2020.