Creative Planning’s BlackRock MuniYield Fund MYD Stock Holding History

Creative Planning’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
2020 Q1	–	Sell	-10,413	Closed	-$154K	–	2016
2019 Q4	$154K	Buy	+10,413	New	+$152K	﹤0.01%	1692
2018 Q3	–	Sell	-10,052	Closed	-$134K	–	2140
2018 Q2	$134K	Buy	+10,052	New	+$133K	﹤0.01%	1716
2017 Q4	–	Sell	-10,876	Closed	-$164K	–	1973
2017 Q3	$164K	Buy	10,876 +1,000	+10%	+$15.3K	﹤0.01%	1648
2017 Q2	$148K	Sell	9,876 -464	-4%	-$6.89K	﹤0.01%	1704
2017 Q1	$149K	Buy	10,340 +1,411	+16%	+$20.3K	﹤0.01%	1685
2016 Q4	$126K	Buy	8,929 +7	+0.1%	+$101	﹤0.01%	1707
2016 Q3	$142K	Buy	8,922 +600	+7%	+$9.6K	﹤0.01%	1613
2016 Q2	$134K	Sell	8,322 -2,000	-19%	-$31.5K	﹤0.01%	1485
2016 Q1	$160K	Buy	10,322 +9,000	+681%	+$137K	﹤0.01%	1331
2015 Q4	$20K	Hold	1,322	–	–	﹤0.01%	2854
2015 Q3	$19K	Buy	+1,322	New	+$18.6K	﹤0.01%	2761
2015 Q2	–	Sell	-742	Closed	-$11K	–	2318
2015 Q1	$11K	Sell	742 -4,637	-86%	-$69.5K	﹤0.01%	3136
2014 Q4	$79K	Buy	+5,379	New	+$78.3K	﹤0.01%	1685

Other funds holding MYD

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

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

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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning's MYD Position: Q1 2020 in Review

Creative Planning sold out of BlackRock MuniYield Fund (MYD) in Q1 2020, closing a stake of 10,413 shares — an estimated $154K sold.

Creative Planning first reported a position in MYD in Q4 2014 and held it in 13 quarters. The position peaked at $164K in Q3 2017. 65 funds tracked by Wall St. Rank hold MYD as of Q1 2020.

Creative Planning reported no remaining BlackRock MuniYield Fund position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 10,413 BlackRock MuniYield Fund shares in Q1 2020, an estimated $154K.
Creative Planning first reported a position in BlackRock MuniYield Fund in Q4 2014 and held it in 13 quarters.
Creative Planning's BlackRock MuniYield Fund position peaked at $164K in Q3 2017.
65 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.