CAL
MYD

Capital Analysts LLC’s BlackRock MuniYield Fund MYD Stock Holding History

Capital Analysts LLC’s Portfolio MYD Stock Details MYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,098
Closed -$10K – 1176
2023
Q3 		$10K Buy
1,098
+12
+1% +$121 ﹤0.01% 883
2023
Q2 		$11K Buy
1,086
+11
+1% +$115 ﹤0.01% 809
2023
Q1 		$12K Buy
+1,075
New +$11.5K ﹤0.01% 788

Other funds holding MYD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Capital Analysts LLC's MYD Position: Q4 2023 in Review

Capital Analysts LLC sold out of BlackRock MuniYield Fund (MYD) in Q4 2023, closing a stake of 1,098 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in MYD in Q1 2023 and held it in 3 quarters. The position peaked at $12K in Q1 2023. 97 funds tracked by Wall St. Rank hold MYD as of Q4 2023.

  • Capital Analysts LLC reported no remaining BlackRock MuniYield Fund position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 1,098 BlackRock MuniYield Fund shares in Q4 2023, an estimated $10K.
  • Capital Analysts LLC first reported a position in BlackRock MuniYield Fund in Q1 2023 and held it in 3 quarters.
  • Capital Analysts LLC's BlackRock MuniYield Fund position peaked at $12K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.