Klingman & Associates’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

Klingman & Associates’s Portfolio MFT Stock Details MFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,000	Closed	-$15K	–	365
2016 Q3	$15K	Hold	1,000	–	–	﹤0.01%	275
2016 Q2	$16K	Hold	1,000	–	–	0.01%	279
2016 Q1	$15K	Hold	1,000	–	–	0.01%	282
2015 Q4	$14K	Buy	+1,000	New	+$13.7K	0.01%	290
2015 Q3	–	Sell	-1,000	Closed	-$13.3K	–	294
2015 Q2	$13K	Hold	1,000	–	–	0.01%	293
2015 Q1	$14K	Hold	1,000	–	–	0.01%	263
2014 Q4	$13K	Buy	+1,000	New	+$13.7K	0.01%	273

Other funds holding MFT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Klingman & Associates's MFT Position: Q4 2016 in Review

Klingman & Associates sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q4 2016, closing a stake of 1,000 shares — an estimated $15K sold.

Klingman & Associates first reported a position in MFT in Q4 2014 and held it in 7 quarters. The position peaked at $16K in Q2 2016. 23 funds tracked by Wall St. Rank hold MFT as of Q4 2016.

Klingman & Associates reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 1,000 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q4 2016, an estimated $15K.
Klingman & Associates first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q4 2014 and held it in 7 quarters.
Klingman & Associates's BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $16K in Q2 2016.
23 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.