Creative Planning
MFT

Creative Planning’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

Creative Planning’s Portfolio MFT Stock Details MFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-860
Closed -$12K – 4617
2017
Q2 		$12K Hold
860
– – ﹤0.01% 3550
2017
Q1 		$12K Hold
860
– – ﹤0.01% 3510
2016
Q4 		$12K Hold
860
– – ﹤0.01% 3464
2016
Q3 		$13K Hold
860
– – ﹤0.01% 3364
2016
Q2 		$13K Hold
860
– – ﹤0.01% 3105
2016
Q1 		$13K Hold
860
– – ﹤0.01% 3086
2015
Q4 		$12K Hold
860
– – ﹤0.01% 3226
2015
Q3 		$12K Buy
+860
New +$11.5K ﹤0.01% 3116
2015
Q2 		– Sell
-860
Closed -$12K – 4121
2015
Q1 		$12K Hold
860
– – ﹤0.01% 3114
2014
Q4 		$12K Hold
860
– – ﹤0.01% 3047
2014
Q3 		$11K Hold
860
– – ﹤0.01% 2920
2014
Q2 		$12K Hold
860
– – ﹤0.01% 2807
2014
Q1 		$11K Hold
860
– – ﹤0.01% 2738
2013
Q4 		$11K Hold
860
– – ﹤0.01% 2545
2013
Q3 		$11K Hold
860
– – ﹤0.01% 2443
2013
Q2 		$11K Buy
+860
New +$12.5K ﹤0.01% 2261

Other funds holding MFT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Creative Planning's MFT Position: Q3 2017 in Review

Creative Planning sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q3 2017, closing a stake of 860 shares — an estimated $12K sold.

Creative Planning first reported a position in MFT in Q2 2013 and held it in 16 quarters. The position peaked at $13K in Q3 2016. 22 funds tracked by Wall St. Rank hold MFT as of Q3 2017.

  • Creative Planning reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 860 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q3 2017, an estimated $12K.
  • Creative Planning first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q2 2013 and held it in 16 quarters.
  • Creative Planning's BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $13K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.