WAM
BYM

Wealthspire Advisors (Maryland)’s BlackRock Municipal Income Quality Trust BYM Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q2 		– Sell
-1,740
Closed -$26K – 1697
2016
Q1 		$26K Buy
+1,740
New +$25.9K ﹤0.01% 872

Other funds holding BYM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BYM Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of BlackRock Municipal Income Quality Trust (BYM) in Q2 2016, closing a stake of 1,740 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in BYM in Q1 2016 and held it in 1 quarter. The position peaked at $26K in Q1 2016. 47 funds tracked by Wall St. Rank hold BYM as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining BlackRock Municipal Income Quality Trust position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,740 BlackRock Municipal Income Quality Trust shares in Q2 2016, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in BlackRock Municipal Income Quality Trust in Q1 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s BlackRock Municipal Income Quality Trust position peaked at $26K in Q1 2016.
  • 47 funds tracked by Wall St. Rank held BlackRock Municipal Income Quality Trust as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.