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WFG Advisors’s BlackRock MuniYield Quality Fund MQY Stock Holding History

WFG Advisors’s Portfolio MQY Stock Details MQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,365
Closed -$174K – 1952
2014
Q4 		$174K Hold
11,365
– – 0.04% 473
2014
Q3 		$170K Hold
11,365
– – 0.03% 488
2014
Q2 		$171K Sell
11,365
-200
-2% -$2.98K 0.03% 486
2014
Q1 		$167K Sell
11,565
-264
-2% -$3.81K 0.03% 476
2013
Q4 		$166K Buy
11,829
+464
+4% +$6.38K 0.02% 578
2013
Q3 		$159K Sell
11,365
-129
-1% -$1.79K 0.02% 557
2013
Q2 		$178K Buy
+11,494
New +$188K 0.03% 492

Other funds holding MQY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WFG Advisors's MQY Position: Q1 2015 in Review

WFG Advisors sold out of BlackRock MuniYield Quality Fund (MQY) in Q1 2015, closing a stake of 11,365 shares — an estimated $174K sold.

WFG Advisors first reported a position in MQY in Q2 2013 and held it in 7 quarters. The position peaked at $178K in Q2 2013. 41 funds tracked by Wall St. Rank hold MQY as of Q1 2015.

  • WFG Advisors reported no remaining BlackRock MuniYield Quality Fund position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 11,365 BlackRock MuniYield Quality Fund shares in Q1 2015, an estimated $174K.
  • WFG Advisors first reported a position in BlackRock MuniYield Quality Fund in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's BlackRock MuniYield Quality Fund position peaked at $178K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.