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Winch Advisory Services’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

Winch Advisory Services’s Portfolio MPA Stock Details MPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-698
Closed -$8.45K – 462
2024
Q1 		$8.45K Buy
+698
New +$8.29K ﹤0.01% 269

Other funds holding MPA

SCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winch Advisory Services's MPA Position: Q2 2024 in Review

Winch Advisory Services sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q2 2024, closing a stake of 698 shares — an estimated $8.45K sold.

Winch Advisory Services first reported a position in MPA in Q1 2024 and held it in 1 quarter. The position peaked at $8.45K in Q1 2024. 21 funds tracked by Wall St. Rank hold MPA as of Q2 2024.

  • Winch Advisory Services reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q2 2024 after selling out during the quarter.
  • Winch Advisory Services sold 698 BlackRock MuniYield Pennsylvania Quality Fund shares in Q2 2024, an estimated $8.45K.
  • Winch Advisory Services first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q1 2024 and held it in 1 quarter.
  • Winch Advisory Services's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $8.45K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q2 2024.

Based on Winch Advisory Services's 13F filing for Q2 2024, filed 31 Jul 2024.