Planning Alternatives
MIY icon

Planning Alternatives’s BlackRock MuniYield Michigan Quality Fund MIY Stock Holding History

Planning Alternatives’s Portfolio MIY Stock Details MIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-26,532
Closed -$370K – 54
2015
Q4 		$370K Buy
+26,532
New +$358K 0.09% 40

Other funds holding MIY

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pointe Capital Management
Pointe Capital Management Grosse Pointe Farms, Michigan $223M AUM 17.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Planning Alternatives's MIY Position: Q1 2016 in Review

Planning Alternatives sold out of BlackRock MuniYield Michigan Quality Fund (MIY) in Q1 2016, closing a stake of 26,532 shares — an estimated $370K sold.

Planning Alternatives first reported a position in MIY in Q4 2015 and held it in 1 quarter. The position peaked at $370K in Q4 2015. 34 funds tracked by Wall St. Rank hold MIY as of Q1 2016.

  • Planning Alternatives reported no remaining BlackRock MuniYield Michigan Quality Fund position as of Q1 2016 after selling out during the quarter.
  • Planning Alternatives sold 26,532 BlackRock MuniYield Michigan Quality Fund shares in Q1 2016, an estimated $370K.
  • Planning Alternatives first reported a position in BlackRock MuniYield Michigan Quality Fund in Q4 2015 and held it in 1 quarter.
  • Planning Alternatives's BlackRock MuniYield Michigan Quality Fund position peaked at $370K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held BlackRock MuniYield Michigan Quality Fund as of Q1 2016.

Based on Planning Alternatives's 13F filing for Q1 2016, filed 4 May 2016.