Walled Lake Planning & Wealth Management’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MYI Stock Details MYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-143	Closed	-$2K	–	356
2020 Q4	$2K	Sell	143 -140	-49%	-$1.93K	﹤0.01%	287
2020 Q3	$4K	Buy	283 +3	+1%	+$40	﹤0.01%	268
2020 Q2	$4K	Buy	280 +3	+1%	+$38	﹤0.01%	257
2020 Q1	$4K	Buy	+277	New	+$3.75K	﹤0.01%	247

Other funds holding MYI

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Bank of America

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

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