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United Capital Financial Advisors’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History

United Capital Financial Advisors’s Portfolio MIY Stock Details MIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-28,999
Closed -$361K – 932
2013
Q4 		$361K Sell
28,999
-6,668
-19% -$82.9K 0.01% 493
2013
Q3 		$455K Buy
35,667
+74
+0.2% +$932 0.01% 461
2013
Q2 		$490K Buy
+35,593
New +$533K 0.01% 509

Other funds holding MIY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

United Capital Financial Advisors's MIY Position: Q1 2014 in Review

United Capital Financial Advisors sold out of BlackRock MuniYield Michigan Quality Fund (MIY) in Q1 2014, closing a stake of 28,999 shares — an estimated $361K sold.

United Capital Financial Advisors first reported a position in MIY in Q2 2013 and held it in 3 quarters. The position peaked at $490K in Q2 2013. 24 funds tracked by Wall St. Rank hold MIY as of Q1 2014.

  • United Capital Financial Advisors reported no remaining BlackRock MuniYield Michigan Quality Fund position as of Q1 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 28,999 BlackRock MuniYield Michigan Quality Fund shares in Q1 2014, an estimated $361K.
  • United Capital Financial Advisors first reported a position in BlackRock MuniYield Michigan Quality Fund in Q2 2013 and held it in 3 quarters.
  • United Capital Financial Advisors's BlackRock MuniYield Michigan Quality Fund position peaked at $490K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held BlackRock MuniYield Michigan Quality Fund as of Q1 2014.

Based on United Capital Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.