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

Valeo 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
2021 Q2	–	Sell	-454	Closed	-$7K	–	703
2021 Q1	$7K	Hold	454	–	–	﹤0.01%	1440
2020 Q4	$7K	Hold	454	–	–	﹤0.01%	1274
2020 Q3	$6K	Hold	454	–	–	﹤0.01%	1196
2020 Q2	$6K	Hold	454	–	–	﹤0.01%	1435
2020 Q1	$6K	Hold	454	–	–	﹤0.01%	1240
2019 Q4	$6K	Hold	454	–	–	﹤0.01%	1223
2019 Q3	$6K	Hold	454	–	–	﹤0.01%	1144
2019 Q2	$6K	Hold	454	–	–	﹤0.01%	1143
2019 Q1	$6K	Hold	454	–	–	﹤0.01%	1086
2018 Q4	$6K	Hold	454	–	–	﹤0.01%	1001
2018 Q3	$6K	Hold	454	–	–	﹤0.01%	1114
2018 Q2	$6K	Hold	454	–	–	﹤0.01%	1074
2018 Q1	$6K	Hold	454	–	–	﹤0.01%	1066
2017 Q4	$6K	Hold	454	–	–	﹤0.01%	956
2017 Q3	$7K	Buy	+454	New	+$6.65K	﹤0.01%	781

Other funds holding BYM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Valeo Financial Advisors's BYM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2021, closing a stake of 454 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in BYM in Q3 2017 and held it in 15 quarters. The position peaked at $7K in Q1 2021. 60 funds tracked by Wall St. Rank hold BYM as of Q2 2021.

Valeo Financial Advisors reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 454 BlackRock Municipal Income Quality Trust shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in BlackRock Municipal Income Quality Trust in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's BlackRock Municipal Income Quality Trust position peaked at $7K in Q1 2021.
60 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.