FWM
MYD

Fairhaven Wealth Management’s BlackRock MuniYield Fund MYD Stock Holding History

Fairhaven Wealth Management’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
2019
Q3 		– Sell
-10,891
Closed -$144K – 81
2019
Q2 		$144K Buy
+10,891
New +$155K 0.13% 72

Other funds holding MYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Fairhaven Wealth Management's MYD Position: Q3 2019 in Review

Fairhaven Wealth Management sold out of BlackRock MuniYield Fund (MYD) in Q3 2019, closing a stake of 10,891 shares — an estimated $144K sold.

Fairhaven Wealth Management first reported a position in MYD in Q2 2019 and held it in 1 quarter. The position peaked at $144K in Q2 2019. 53 funds tracked by Wall St. Rank hold MYD as of Q3 2019.

  • Fairhaven Wealth Management reported no remaining BlackRock MuniYield Fund position as of Q3 2019 after selling out during the quarter.
  • Fairhaven Wealth Management sold 10,891 BlackRock MuniYield Fund shares in Q3 2019, an estimated $144K.
  • Fairhaven Wealth Management first reported a position in BlackRock MuniYield Fund in Q2 2019 and held it in 1 quarter.
  • Fairhaven Wealth Management's BlackRock MuniYield Fund position peaked at $144K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q3 2019.

Based on Fairhaven Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.