Integrated Wealth Management (Palm Desert)’s BlackRock MuniYield Fund MYD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-350	Closed	-$6K	–	736
2016 Q3	$6K	Hold	350	–	–	﹤0.01%	870
2016 Q2	$6K	Hold	350	–	–	﹤0.01%	877
2016 Q1	$5K	Hold	350	–	–	﹤0.01%	851
2015 Q4	$5K	Hold	350	–	–	﹤0.01%	938
2015 Q3	$5K	Hold	350	–	–	﹤0.01%	941
2015 Q2	$5K	Hold	350	–	–	﹤0.01%	966
2015 Q1	$5K	Buy	+350	New	+$5.25K	﹤0.01%	933

Other funds holding MYD

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

AAM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MYD Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of BlackRock MuniYield Fund (MYD) in Q4 2016, closing a stake of 350 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MYD in Q1 2015 and held it in 7 quarters. The position peaked at $6K in Q3 2016. 57 funds tracked by Wall St. Rank hold MYD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining BlackRock MuniYield Fund position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 350 BlackRock MuniYield Fund shares in Q4 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in BlackRock MuniYield Fund in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s BlackRock MuniYield Fund position peaked at $6K in Q3 2016.
57 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.