OneDigital Investment Advisors’s BlackRock MuniYield Fund MYD Stock Holding History

OneDigital Investment Advisors’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	-10,879	Closed	-$161K	–	609
2019 Q4	$161K	Hold	10,879	–	–	0.01%	533
2019 Q3	$162K	Buy	+10,879	New	+$160K	0.01%	501
2019 Q2	–	Sell	-10,879	Closed	-$153K	–	1243
2019 Q1	$153K	Hold	10,879	–	–	0.02%	312
2018 Q4	$136K	Sell	10,879 -681	-6%	-$8.81K	0.02%	305
2018 Q3	$152K	Hold	11,560	–	–	0.04%	219
2018 Q2	$154K	Sell	11,560 -911	-7%	-$12.1K	0.03%	257
2018 Q1	$167K	Sell	12,471 -2,905	-19%	-$40.3K	0.04%	248
2017 Q4	$229K	Buy	15,376 +14,491	+1,637%	+$211K	0.03%	212
2017 Q3	$13K	Sell	885 -11,548	-93%	-$177K	﹤0.01%	771
2017 Q2	$186K	Buy	+12,433	New	+$185K	0.06%	210

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

OneDigital Investment Advisors's MYD Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of BlackRock MuniYield Fund (MYD) in Q1 2020, closing a stake of 10,879 shares — an estimated $161K sold.

OneDigital Investment Advisors first reported a position in MYD in Q2 2017 and held it in 10 quarters. The position peaked at $229K in Q4 2017. 65 funds tracked by Wall St. Rank hold MYD as of Q1 2020.

OneDigital Investment Advisors reported no remaining BlackRock MuniYield Fund position as of Q1 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 10,879 BlackRock MuniYield Fund shares in Q1 2020, an estimated $161K.
OneDigital Investment Advisors first reported a position in BlackRock MuniYield Fund in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's BlackRock MuniYield Fund position peaked at $229K in Q4 2017.
65 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.