Creative Planning’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History

Creative Planning’s Portfolio MIY Stock Details MIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-12,490	Closed	-$174K	–	1968
2017 Q3	$174K	Buy	12,490 +9,681	+345%	+$136K	﹤0.01%	1634
2017 Q2	$39K	Hold	2,809	–	–	﹤0.01%	2707
2017 Q1	$38K	Hold	2,809	–	–	﹤0.01%	2671
2016 Q4	$38K	Hold	2,809	–	–	﹤0.01%	2609
2016 Q3	$42K	Hold	2,809	–	–	﹤0.01%	2504
2016 Q2	$44K	Buy	+2,809	New	+$42.5K	﹤0.01%	2223
2013 Q4	–	Sell	-1	Closed	–	–	3403
2013 Q3	$0	Buy	+1	New	+$13	﹤0.01%	3295

Other funds holding MIY

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

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

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

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pointe Capital Management Grosse Pointe Farms, Michigan $223M AUM 17.12% 1-Year Est. Return

Creative Planning's MIY Position: Q4 2017 in Review

Creative Planning sold out of BlackRock MuniYield Michigan Quality Fund (MIY) in Q4 2017, closing a stake of 12,490 shares — an estimated $174K sold.

Creative Planning first reported a position in MIY in Q3 2013 and held it in 7 quarters. The position peaked at $174K in Q3 2017. 36 funds tracked by Wall St. Rank hold MIY as of Q4 2017.

Creative Planning reported no remaining BlackRock MuniYield Michigan Quality Fund position as of Q4 2017 after selling out during the quarter.
Creative Planning sold 12,490 BlackRock MuniYield Michigan Quality Fund shares in Q4 2017, an estimated $174K.
Creative Planning first reported a position in BlackRock MuniYield Michigan Quality Fund in Q3 2013 and held it in 7 quarters.
Creative Planning's BlackRock MuniYield Michigan Quality Fund position peaked at $174K in Q3 2017.
36 funds tracked by Wall St. Rank held BlackRock MuniYield Michigan Quality Fund as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.