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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Citigroup
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.