Integrated Wealth Management (Palm Desert)’s Blackrock Muni Yield California Fund, Inc. MYC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MYC Stock Details MYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$240K	Hold	16,281	–	–	0.08%	216
2016 Q4	$249K	Hold	16,281	–	–	0.09%	198
2016 Q3	$280K	Hold	16,281	–	–	0.1%	170
2016 Q2	$284K	Hold	16,281	–	–	0.11%	166
2016 Q1	$275K	Hold	16,281	–	–	0.12%	146
2015 Q4	$258K	Hold	16,281	–	–	0.11%	147
2015 Q3	$258K	Hold	16,281	–	–	0.11%	147
2015 Q2	$246K	Hold	16,281	–	–	0.1%	163
2015 Q1	$257K	Buy	+16,281	New	+$256K	0.11%	151

Other funds holding MYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MYC Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its Blackrock Muni Yield California Fund, Inc. (MYC) position steady in Q1 2017 at 16,281 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #216.

Integrated Wealth Management (Palm Desert) first reported a position in MYC in Q1 2015 and has held it in 9 quarters since. The position peaked at $284K in Q2 2016. 32 funds tracked by Wall St. Rank hold MYC as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 16,281 shares of Blackrock Muni Yield California Fund, Inc. worth $240K as of Q1 2017.
Integrated Wealth Management (Palm Desert) left its Blackrock Muni Yield California Fund, Inc. share count unchanged in Q1 2017.
Blackrock Muni Yield California Fund, Inc. made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #216 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Blackrock Muni Yield California Fund, Inc. in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Blackrock Muni Yield California Fund, Inc. position peaked at $284K in Q2 2016.
32 funds tracked by Wall St. Rank held Blackrock Muni Yield California Fund, Inc. as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.