WLPWM
BYM

Walled Lake Planning & Wealth Management’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Walled Lake Planning & Wealth Management’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
Q1 		– Sell
-16
Closed – – 322
2020
Q4 		$0 Sell
16
-16
-50% -$232 ﹤0.01% 323
2020
Q3 		$0 Buy
32
+1
+3% +$14 ﹤0.01% 344
2020
Q2 		$0 Hold
31
– – ﹤0.01% 338
2020
Q1 		$0 Buy
+31
New +$434 ﹤0.01% 326

Other funds holding BYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BYM Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of BlackRock Municipal Income Quality Trust (BYM) in Q1 2021, closing a stake of 16 shares.

Walled Lake Planning & Wealth Management first reported a position in BYM in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 66 funds tracked by Wall St. Rank hold BYM as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining BlackRock Municipal Income Quality Trust position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 16 BlackRock Municipal Income Quality Trust shares in Q1 2021.
  • Walled Lake Planning & Wealth Management first reported a position in BlackRock Municipal Income Quality Trust in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's BlackRock Municipal Income Quality Trust position peaked at $0 in Q4 2020.
  • 66 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.