KIG
MYD

Kowal Investment Group’s BlackRock MuniYield Fund MYD Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-910
Closed -$14K – 636
2021
Q3 		$14K Buy
+910
New +$13.9K ﹤0.01% 453

Other funds holding MYD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kowal Investment Group's MYD Position: Q4 2021 in Review

Kowal Investment Group sold out of BlackRock MuniYield Fund (MYD) in Q4 2021, closing a stake of 910 shares — an estimated $14K sold.

Kowal Investment Group first reported a position in MYD in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 76 funds tracked by Wall St. Rank hold MYD as of Q4 2021.

  • Kowal Investment Group reported no remaining BlackRock MuniYield Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 910 BlackRock MuniYield Fund shares in Q4 2021, an estimated $14K.
  • Kowal Investment Group first reported a position in BlackRock MuniYield Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's BlackRock MuniYield Fund position peaked at $14K in Q3 2021.
  • 76 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.