LPL Financial’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

LPL Financial’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
2021 Q1	–	Sell	-11,195	Closed	-$161K	–	4214
2020 Q4	$161K	Buy	11,195 +9	+0.1%	+$126	﹤0.01%	3582
2020 Q3	$153K	Buy	+11,186	New	+$153K	﹤0.01%	3278
2017 Q2	–	Sell	-16,173	Closed	-$225K	–	3083
2017 Q1	$225K	Buy	16,173 +1,064	+7%	+$15K	﹤0.01%	2415
2016 Q4	$211K	Buy	15,109 +4,467	+42%	+$63K	﹤0.01%	2444
2016 Q3	$160K	Buy	+10,642	New	+$166K	﹤0.01%	2455
2016 Q2	–	Sell	-18,272	Closed	-$269K	–	3250
2016 Q1	$269K	Buy	18,272 +7,626	+72%	+$109K	﹤0.01%	2599
2015 Q4	$150K	Buy	+10,646	New	+$146K	﹤0.01%	2915
2014 Q2	–	Sell	-14,201	Closed	-$186K	–	2828
2014 Q1	$186K	Buy	14,201 +566	+4%	+$7.3K	﹤0.01%	2471
2013 Q4	$167K	Buy	+13,635	New	+$168K	﹤0.01%	2487

Other funds holding MFT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LPL Financial's MFT Position: Q1 2021 in Review

LPL Financial sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q1 2021, closing a stake of 11,195 shares — an estimated $161K sold.

LPL Financial first reported a position in MFT in Q4 2013 and held it in 9 quarters. The position peaked at $269K in Q1 2016. 20 funds tracked by Wall St. Rank hold MFT as of Q1 2021.

LPL Financial reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q1 2021 after selling out during the quarter.
LPL Financial sold 11,195 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q1 2021, an estimated $161K.
LPL Financial first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q4 2013 and held it in 9 quarters.
LPL Financial's BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $269K in Q1 2016.
20 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.