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SVB Wealth’s BlackRock MuniYield Quality Fund MQY Stock Holding History

SVB Wealth’s Portfolio MQY Stock Details MQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,502
Closed -$202K – 825
2021
Q4 		$202K Buy
12,502
+624
+5% +$10.1K ﹤0.01% 708
2021
Q3 		$192K Hold
11,878
– – ﹤0.01% 913
2021
Q2 		$199K Buy
11,878
+753
+7% +$12.3K ﹤0.01% 897
2021
Q1 		$177K Hold
11,125
– – ﹤0.01% 844
2020
Q4 		$184K Buy
+11,125
New +$182K ﹤0.01% 755

Other funds holding MQY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

SVB Wealth's MQY Position: Q1 2022 in Review

SVB Wealth sold out of BlackRock MuniYield Quality Fund (MQY) in Q1 2022, closing a stake of 12,502 shares — an estimated $202K sold.

SVB Wealth first reported a position in MQY in Q4 2020 and held it in 5 quarters. The position peaked at $202K in Q4 2021. 126 funds tracked by Wall St. Rank hold MQY as of Q1 2022.

  • SVB Wealth reported no remaining BlackRock MuniYield Quality Fund position as of Q1 2022 after selling out during the quarter.
  • SVB Wealth sold 12,502 BlackRock MuniYield Quality Fund shares in Q1 2022, an estimated $202K.
  • SVB Wealth first reported a position in BlackRock MuniYield Quality Fund in Q4 2020 and held it in 5 quarters.
  • SVB Wealth's BlackRock MuniYield Quality Fund position peaked at $202K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.