OIA
MYD

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 – 1244
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $326M AUM 16.2% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return