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

OTA 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 Q4	–	Sell	-17,750	Closed	-$238K	–	72
2020 Q3	$238K	Buy	+17,750	New	+$246K	0.22%	55
2020 Q2	–	Sell	-18,535	Closed	-$235K	–	50
2020 Q1	$235K	Buy	+18,535	New	+$266K	0.29%	40
2019 Q1	–	Sell	-45,592	Closed	-$570K	–	55
2018 Q4	$570K	Buy	+45,592	New	+$590K	0.27%	35
2014 Q1	–	Sell	-30,758	Closed	-$394K	–	95
2013 Q4	$394K	Buy	+30,758	New	+$404K	0.25%	50

Other funds holding MYD

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

CPC

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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

OTA Financial Group's MYD Position: Q4 2020 in Review

OTA Financial Group sold out of BlackRock MuniYield Fund (MYD) in Q4 2020, closing a stake of 17,750 shares — an estimated $238K sold.

OTA Financial Group first reported a position in MYD in Q4 2013 and held it in 4 quarters. The position peaked at $570K in Q4 2018. 70 funds tracked by Wall St. Rank hold MYD as of Q4 2020.

OTA Financial Group reported no remaining BlackRock MuniYield Fund position as of Q4 2020 after selling out during the quarter.
OTA Financial Group sold 17,750 BlackRock MuniYield Fund shares in Q4 2020, an estimated $238K.
OTA Financial Group first reported a position in BlackRock MuniYield Fund in Q4 2013 and held it in 4 quarters.
OTA Financial Group's BlackRock MuniYield Fund position peaked at $570K in Q4 2018.
70 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2020.

Based on OTA Financial Group's 13F filing for Q4 2020, filed 20 Jan 2021.