Creative Planning’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Creative Planning’s Portfolio MYN Stock Details MYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,512	Closed	-$59K	–	3040
2017 Q2	$59K	Hold	4,512	–	–	﹤0.01%	2387
2017 Q1	$58K	Hold	4,512	–	–	﹤0.01%	2367
2016 Q4	$57K	Hold	4,512	–	–	﹤0.01%	2292
2016 Q3	$64K	Hold	4,512	–	–	﹤0.01%	2168
2016 Q2	$65K	Hold	4,512	–	–	﹤0.01%	1960
2016 Q1	$63K	Hold	4,512	–	–	﹤0.01%	1931
2015 Q4	$61K	Buy	4,512 +1,470	+48%	+$19.4K	﹤0.01%	1955
2015 Q3	$40K	Buy	+3,042	New	+$39.7K	﹤0.01%	2200
2015 Q2	–	Sell	-3,042	Closed	-$41K	–	2320
2015 Q1	$41K	Buy	+3,042	New	+$40.7K	﹤0.01%	2165
2014 Q4	–	Sell	-1,734	Closed	-$22K	–	4282
2014 Q3	$22K	Buy	+1,734	New	+$22.3K	﹤0.01%	2483

Other funds holding MYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Creative Planning's MYN Position: Q3 2017 in Review

Creative Planning sold out of BlackRock MuniYield New York Quality Fund (MYN) in Q3 2017, closing a stake of 4,512 shares — an estimated $59K sold.

Creative Planning first reported a position in MYN in Q3 2014 and held it in 10 quarters. The position peaked at $65K in Q2 2016. 41 funds tracked by Wall St. Rank hold MYN as of Q3 2017.

Creative Planning reported no remaining BlackRock MuniYield New York Quality Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 4,512 BlackRock MuniYield New York Quality Fund shares in Q3 2017, an estimated $59K.
Creative Planning first reported a position in BlackRock MuniYield New York Quality Fund in Q3 2014 and held it in 10 quarters.
Creative Planning's BlackRock MuniYield New York Quality Fund position peaked at $65K in Q2 2016.
41 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q3 2017.

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