Next Financial Group’s BlackRock MuniYield Fund MYD Stock Holding History

Next Financial 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
2020 Q1	–	Sell	-500	Closed	-$7K	–	2304
2019 Q4	$7K	Hold	500	–	–	﹤0.01%	1884
2019 Q3	$7K	Hold	500	–	–	﹤0.01%	1823
2019 Q2	$7K	Buy	+500	New	+$7.12K	﹤0.01%	1793
2019 Q1	–	Sell	-500	Closed	-$6K	–	1942
2018 Q4	$6K	Buy	+500	New	+$6.47K	﹤0.01%	1503
2017 Q3	–	Sell	-477	Closed	-$7K	–	1887
2017 Q2	$7K	Hold	477	–	–	﹤0.01%	1448
2017 Q1	$7K	Sell	477 -23	-5%	-$331	﹤0.01%	1406
2016 Q4	$7K	Hold	500	–	–	﹤0.01%	1812
2016 Q3	$8K	Buy	+500	New	+$8K	﹤0.01%	1763
2014 Q4	–	Sell	-500	Closed	-$7K	–	2178
2014 Q3	$7K	Hold	500	–	–	﹤0.01%	1934
2014 Q2	$7K	Buy	+500	New	+$7.12K	﹤0.01%	853

Other funds holding MYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Next Financial Group's MYD Position: Q1 2020 in Review

Next Financial Group sold out of BlackRock MuniYield Fund (MYD) in Q1 2020, closing a stake of 500 shares — an estimated $7K sold.

Next Financial Group first reported a position in MYD in Q2 2014 and held it in 10 quarters. The position peaked at $8K in Q3 2016. 65 funds tracked by Wall St. Rank hold MYD as of Q1 2020.

Next Financial Group reported no remaining BlackRock MuniYield Fund position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 500 BlackRock MuniYield Fund shares in Q1 2020, an estimated $7K.
Next Financial Group first reported a position in BlackRock MuniYield Fund in Q2 2014 and held it in 10 quarters.
Next Financial Group's BlackRock MuniYield Fund position peaked at $8K in Q3 2016.
65 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.