Cobiz Wealth’s BlackRock MuniYield Fund MYD Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-2,410	Closed	-$36K	–	278
2013 Q2	$36K	Buy	+2,410	New	+$37.5K	0.01%	193

Other funds holding MYD

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

SIA

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cobiz Wealth's MYD Position: Q3 2013 in Review

Cobiz Wealth sold out of BlackRock MuniYield Fund (MYD) in Q3 2013, closing a stake of 2,410 shares — an estimated $36K sold.

Cobiz Wealth first reported a position in MYD in Q2 2013 and held it in 1 quarter. The position peaked at $36K in Q2 2013. 37 funds tracked by Wall St. Rank hold MYD as of Q3 2013.

Cobiz Wealth reported no remaining BlackRock MuniYield Fund position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 2,410 BlackRock MuniYield Fund shares in Q3 2013, an estimated $36K.
Cobiz Wealth first reported a position in BlackRock MuniYield Fund in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's BlackRock MuniYield Fund position peaked at $36K in Q2 2013.
37 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.