Creative Planning
MZA

Creative Planning’s BlackRock MuniYield Arizona Fund, Inc MZA Stock Holding History

Creative Planning’s Portfolio MZA Stock Details MZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-38,838
Closed -$580K – 2065
2017
Q3 		$580K Buy
+38,838
New +$618K ﹤0.01% 976

Other funds holding MZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's MZA Position: Q4 2017 in Review

Creative Planning sold out of BlackRock MuniYield Arizona Fund, Inc (MZA) in Q4 2017, closing a stake of 38,838 shares — an estimated $580K sold.

Creative Planning first reported a position in MZA in Q3 2017 and held it in 1 quarter. The position peaked at $580K in Q3 2017. 11 funds tracked by Wall St. Rank hold MZA as of Q4 2017.

  • Creative Planning reported no remaining BlackRock MuniYield Arizona Fund, Inc position as of Q4 2017 after selling out during the quarter.
  • Creative Planning sold 38,838 BlackRock MuniYield Arizona Fund, Inc shares in Q4 2017, an estimated $580K.
  • Creative Planning first reported a position in BlackRock MuniYield Arizona Fund, Inc in Q3 2017 and held it in 1 quarter.
  • Creative Planning's BlackRock MuniYield Arizona Fund, Inc position peaked at $580K in Q3 2017.
  • 11 funds tracked by Wall St. Rank held BlackRock MuniYield Arizona Fund, Inc as of Q4 2017.

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