PSW
MYD

Portfolio Strategies (Washington)’s BlackRock MuniYield Fund MYD Stock Holding History

Portfolio Strategies (Washington)’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
Q4 		$159K Buy
11,465
+11,150
+3,540% +$162K 0.32% 19
2017
Q3 		$5K Hold
315
– – 0.01% 48
2017
Q2 		$5K Hold
315
– – 0.01% 57
2017
Q1 		$5K Hold
315
– – 0.01% 57
2016
Q4 		$4K Buy
+315
New +$4.55K ﹤0.01% 74

Other funds holding MYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Portfolio Strategies (Washington)'s MYD Position: Q4 2017 in Review

Portfolio Strategies (Washington) increased its BlackRock MuniYield Fund (MYD) stake by 3,540% in Q4 2017, buying an estimated $162K and bringing the position to 11,465 shares worth $159K. The position accounts for 0.32% of the portfolio, ranked #19.

Portfolio Strategies (Washington) first reported a position in MYD in Q4 2016 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold MYD as of Q4 2017.

  • Portfolio Strategies (Washington) held 11,465 shares of BlackRock MuniYield Fund worth $159K as of Q4 2017.
  • Portfolio Strategies (Washington) bought 11,150 BlackRock MuniYield Fund shares in Q4 2017, an estimated $162K.
  • BlackRock MuniYield Fund made up 0.32% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #19 holding.
  • Portfolio Strategies (Washington) first reported a position in BlackRock MuniYield Fund in Q4 2016 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.