UCFA
BYM

United Capital Financial Advisors’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

United Capital Financial Advisors’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
2013
Q4 		– Sell
-10,000
Closed -$136K – 652
2013
Q3 		$136K Sell
10,000
-4,000
-29% -$52K ﹤0.01% 658
2013
Q2 		$199K Buy
+14,000
New +$213K 0.01% 655

Other funds holding BYM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

United Capital Financial Advisors's BYM Position: Q4 2013 in Review

United Capital Financial Advisors sold out of BlackRock Municipal Income Quality Trust (BYM) in Q4 2013, closing a stake of 10,000 shares — an estimated $136K sold.

United Capital Financial Advisors first reported a position in BYM in Q2 2013 and held it in 2 quarters. The position peaked at $199K in Q2 2013. 42 funds tracked by Wall St. Rank hold BYM as of Q4 2013.

  • United Capital Financial Advisors reported no remaining BlackRock Municipal Income Quality Trust position as of Q4 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,000 BlackRock Municipal Income Quality Trust shares in Q4 2013, an estimated $136K.
  • United Capital Financial Advisors first reported a position in BlackRock Municipal Income Quality Trust in Q2 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's BlackRock Municipal Income Quality Trust position peaked at $199K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q4 2013.

Based on United Capital Financial Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.