Plante Moran Financial Advisors’s BlackRock MuniYield Fund MYD Stock Holding History

Plante Moran Financial 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
2017 Q2	–	Sell	-2,306	Closed	-$33K	–	880
2017 Q1	$33K	Buy	+2,306	New	+$33.1K	0.02%	385
2015 Q1	–	Sell	-2,325	Closed	-$34K	–	770
2014 Q4	$34K	Buy	+2,325	New	+$33.8K	0.03%	331

Other funds holding MYD

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

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

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

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Plante Moran Financial Advisors's MYD Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of BlackRock MuniYield Fund (MYD) in Q2 2017, closing a stake of 2,306 shares — an estimated $33K sold.

Plante Moran Financial Advisors first reported a position in MYD in Q4 2014 and held it in 2 quarters. The position peaked at $34K in Q4 2014. 56 funds tracked by Wall St. Rank hold MYD as of Q2 2017.

Plante Moran Financial Advisors reported no remaining BlackRock MuniYield Fund position as of Q2 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,306 BlackRock MuniYield Fund shares in Q2 2017, an estimated $33K.
Plante Moran Financial Advisors first reported a position in BlackRock MuniYield Fund in Q4 2014 and held it in 2 quarters.
Plante Moran Financial Advisors's BlackRock MuniYield Fund position peaked at $34K in Q4 2014.
56 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.