WANY
MFT

Wealthspire Advisors (New York)’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MFT Stock Details MFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10
Closed – – 926
2018
Q4 		$0 Buy
+10
New +$121 ﹤0.01% 942

Other funds holding MFT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s MFT Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q1 2019, closing a stake of 10 shares.

Wealthspire Advisors (New York) first reported a position in MFT in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 23 funds tracked by Wall St. Rank hold MFT as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q1 2019.
  • Wealthspire Advisors (New York) first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $0 in Q4 2018.
  • 23 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.