Creative Planning
MYF

Creative Planning’s Blackrock Muni Yield Investment Fund, Inc. MYF Stock Holding History

Creative Planning’s Portfolio MYF Stock Details MYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-313
Closed -$5K – 4616
2017
Q2 		$5K Hold
313
– – ﹤0.01% 4049
2017
Q1 		$5K Sell
313
-731
-70% -$11.1K ﹤0.01% 4015
2016
Q4 		$16K Hold
1,044
– – ﹤0.01% 3251
2016
Q3 		$18K Sell
1,044
-4,338
-81% -$73.4K ﹤0.01% 3149
2016
Q2 		$90K Sell
5,382
-1,087
-17% -$17.7K ﹤0.01% 1740
2016
Q1 		$104K Buy
6,469
+4,273
+195% +$67.9K ﹤0.01% 1610
2015
Q4 		$34K Buy
2,196
+1,152
+110% +$17.7K ﹤0.01% 2438
2015
Q3 		$16K Buy
+1,044
New +$15.4K ﹤0.01% 2931
2015
Q2 		– Sell
-1,044
Closed -$16K – 4120
2015
Q1 		$16K Sell
1,044
-800
-43% -$12.6K ﹤0.01% 2901
2014
Q4 		$29K Buy
1,844
+744
+68% +$11.3K ﹤0.01% 2391
2014
Q3 		$16K Hold
1,100
– – ﹤0.01% 2693
2014
Q2 		$16K Hold
1,100
– – ﹤0.01% 2647
2014
Q1 		$16K Hold
1,100
– – ﹤0.01% 2537
2013
Q4 		$15K Hold
1,100
– – ﹤0.01% 2374
2013
Q3 		$15K Hold
1,100
– – ﹤0.01% 2269
2013
Q2 		$16K Buy
+1,100
New +$17.6K ﹤0.01% 2073

Other funds holding MYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GA
Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's MYF Position: Q3 2017 in Review

Creative Planning sold out of Blackrock Muni Yield Investment Fund, Inc. (MYF) in Q3 2017, closing a stake of 313 shares — an estimated $5K sold.

Creative Planning first reported a position in MYF in Q2 2013 and held it in 16 quarters. The position peaked at $104K in Q1 2016. 26 funds tracked by Wall St. Rank hold MYF as of Q3 2017.

  • Creative Planning reported no remaining Blackrock Muni Yield Investment Fund, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 313 Blackrock Muni Yield Investment Fund, Inc. shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Blackrock Muni Yield Investment Fund, Inc. in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Blackrock Muni Yield Investment Fund, Inc. position peaked at $104K in Q1 2016.
  • 26 funds tracked by Wall St. Rank held Blackrock Muni Yield Investment Fund, Inc. as of Q3 2017.

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