CWM
MYD

Concert Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History

Concert Wealth Management’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
2015
Q4 		– Sell
-23,330
Closed -$332K – 729
2015
Q3 		$332K Buy
+23,330
New +$329K 0.05% 452

Other funds holding MYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

Concert Wealth Management's MYD Position: Q4 2015 in Review

Concert Wealth Management sold out of BlackRock MuniYield Fund (MYD) in Q4 2015, closing a stake of 23,330 shares — an estimated $332K sold.

Concert Wealth Management first reported a position in MYD in Q3 2015 and held it in 1 quarter. The position peaked at $332K in Q3 2015. 48 funds tracked by Wall St. Rank hold MYD as of Q4 2015.

  • Concert Wealth Management reported no remaining BlackRock MuniYield Fund position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 23,330 BlackRock MuniYield Fund shares in Q4 2015, an estimated $332K.
  • Concert Wealth Management first reported a position in BlackRock MuniYield Fund in Q3 2015 and held it in 1 quarter.
  • Concert Wealth Management's BlackRock MuniYield Fund position peaked at $332K in Q3 2015.
  • 48 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.