PWP
MYD

Phillips Wealth Planners’s BlackRock MuniYield Fund MYD Stock Holding History

Phillips Wealth Planners’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
2023
Q3 		– Sell
-10,000
Closed -$104K – 155
2023
Q2 		$104K Buy
+10,000
New +$104K 0.14% 147
2023
Q1 		– Sell
-10,000
Closed -$110K – 155
2022
Q4 		$110K Buy
+10,000
New +$102K 0.19% 103

Other funds holding MYD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phillips Wealth Planners's MYD Position: Q3 2023 in Review

Phillips Wealth Planners sold out of BlackRock MuniYield Fund (MYD) in Q3 2023, closing a stake of 10,000 shares — an estimated $104K sold.

Phillips Wealth Planners first reported a position in MYD in Q4 2022 and held it in 2 quarters. The position peaked at $110K in Q4 2022. 99 funds tracked by Wall St. Rank hold MYD as of Q3 2023.

  • Phillips Wealth Planners reported no remaining BlackRock MuniYield Fund position as of Q3 2023 after selling out during the quarter.
  • Phillips Wealth Planners sold 10,000 BlackRock MuniYield Fund shares in Q3 2023, an estimated $104K.
  • Phillips Wealth Planners first reported a position in BlackRock MuniYield Fund in Q4 2022 and held it in 2 quarters.
  • Phillips Wealth Planners's BlackRock MuniYield Fund position peaked at $110K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q3 2023.

Based on Phillips Wealth Planners's 13F filing for Q3 2023, filed 30 Oct 2023.