Creative Planning
MYM

Creative Planning’s BLACKROCK MUNIYIELD MICHIGAN QUALITY FND II COM STK (USA) MYM Stock Holding History

Creative Planning’s Portfolio MYM Stock Details MYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-500
Closed -$7K – 4006
2015
Q1 		$7K Hold
500
– – ﹤0.01% 3432
2014
Q4 		$6K Hold
500
– – ﹤0.01% 3462
2014
Q3 		$6K Hold
500
– – ﹤0.01% 3250
2014
Q2 		$6K Hold
500
– – ﹤0.01% 3173
2014
Q1 		$6K Buy
+500
New +$6.02K ﹤0.01% 3038

Other funds holding MYM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Creative Planning's MYM Position: Q2 2015 in Review

Creative Planning sold out of BLACKROCK MUNIYIELD MICHIGAN QUALITY FND II COM STK (USA) (MYM) in Q2 2015, closing a stake of 500 shares — an estimated $7K sold.

Creative Planning first reported a position in MYM in Q1 2014 and held it in 5 quarters. The position peaked at $7K in Q1 2015. 24 funds tracked by Wall St. Rank hold MYM as of Q2 2015.

  • Creative Planning reported no remaining BLACKROCK MUNIYIELD MICHIGAN QUALITY FND II COM STK (USA) position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 500 BLACKROCK MUNIYIELD MICHIGAN QUALITY FND II COM STK (USA) shares in Q2 2015, an estimated $7K.
  • Creative Planning first reported a position in BLACKROCK MUNIYIELD MICHIGAN QUALITY FND II COM STK (USA) in Q1 2014 and held it in 5 quarters.
  • Creative Planning's BLACKROCK MUNIYIELD MICHIGAN QUALITY FND II COM STK (USA) position peaked at $7K in Q1 2015.
  • 24 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD MICHIGAN QUALITY FND II COM STK (USA) as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.