Next Financial Group’s BlackRock MuniYield New York Quality Fund MYN Stock Holding History

Next Financial Group’s Portfolio MYN Stock Details MYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$74K	Hold	5,259	–	–	﹤0.01%	1305
2021 Q3	$73K	Hold	5,259	–	–	0.01%	1249
2021 Q2	$74K	Buy	5,259 +795	+18%	+$11K	0.01%	1234
2021 Q1	$60K	Hold	4,464	–	–	0.01%	1212
2020 Q4	$59K	Hold	4,464	–	–	0.01%	1152
2020 Q3	$57K	Buy	+4,464	New	+$58.2K	0.01%	1063
2020 Q2	–	Sell	-4,464	Closed	-$55K	–	1411
2020 Q1	$55K	Hold	4,464	–	–	0.01%	960
2019 Q4	$58K	Buy	+4,464	New	+$57.9K	0.01%	1135
2017 Q1	–	Sell	-325	Closed	-$4K	–	2129
2016 Q4	$4K	Hold	325	–	–	﹤0.01%	1998
2016 Q3	$5K	Buy	+325	New	+$4.66K	﹤0.01%	1932

Other funds holding MYN

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

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

HWAM

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's MYN Position: Q4 2021 in Review

Next Financial Group held its BlackRock MuniYield New York Quality Fund (MYN) position steady in Q4 2021 at 5,259 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Next Financial Group first reported a position in MYN in Q3 2016 and has held it in 10 quarters since. 38 funds tracked by Wall St. Rank hold MYN as of Q4 2021.

Next Financial Group held 5,259 shares of BlackRock MuniYield New York Quality Fund worth $74K as of Q4 2021.
Next Financial Group left its BlackRock MuniYield New York Quality Fund share count unchanged in Q4 2021.
BlackRock MuniYield New York Quality Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1305 holding.
Next Financial Group first reported a position in BlackRock MuniYield New York Quality Fund in Q3 2016 and has held it in 10 quarters since.
38 funds tracked by Wall St. Rank held BlackRock MuniYield New York Quality Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.