WFG Advisors’s BlackRock MuniYield Quality Fund III MYI Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-285	Closed	-$4K	–	1957
2014 Q4	$4K	Buy	285 +6	+2%	+$84	﹤0.01%	1707
2014 Q3	$4K	Buy	279 +4	+1%	+$55	﹤0.01%	1723
2014 Q2	$4K	Buy	275 +5	+2%	+$69	﹤0.01%	1709
2014 Q1	$4K	Buy	+270	New	+$3.57K	﹤0.01%	1677

Other funds holding MYI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's MYI Position: Q1 2015 in Review

WFG Advisors sold out of BlackRock MuniYield Quality Fund III (MYI) in Q1 2015, closing a stake of 285 shares — an estimated $4K sold.

WFG Advisors first reported a position in MYI in Q1 2014 and held it in 4 quarters. The position peaked at $4K in Q4 2014. 55 funds tracked by Wall St. Rank hold MYI as of Q1 2015.

WFG Advisors reported no remaining BlackRock MuniYield Quality Fund III position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 285 BlackRock MuniYield Quality Fund III shares in Q1 2015, an estimated $4K.
WFG Advisors first reported a position in BlackRock MuniYield Quality Fund III in Q1 2014 and held it in 4 quarters.
WFG Advisors's BlackRock MuniYield Quality Fund III position peaked at $4K in Q4 2014.
55 funds tracked by Wall St. Rank held BlackRock MuniYield Quality Fund III as of Q1 2015.

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