Sharkey, Howes & Javer’s BlackRock MuniYield Fund MYD Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-6,707	Closed	-$96K	–	129
2019 Q2	$96K	Hold	6,707	–	–	0.04%	88
2019 Q1	$93K	Hold	6,707	–	–	0.04%	89
2018 Q4	$84K	Hold	6,707	–	–	0.05%	84
2018 Q3	$88K	Hold	6,707	–	–	0.05%	90
2018 Q2	$89K	Hold	6,707	–	–	0.05%	80
2018 Q1	$89K	Buy	+6,707	New	+$93.1K	0.05%	69

Other funds holding MYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

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

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

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

Sharkey, Howes & Javer's MYD Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of BlackRock MuniYield Fund (MYD) in Q3 2019, closing a stake of 6,707 shares — an estimated $96K sold.

Sharkey, Howes & Javer first reported a position in MYD in Q1 2018 and held it in 6 quarters. The position peaked at $96K in Q2 2019. 53 funds tracked by Wall St. Rank hold MYD as of Q3 2019.

Sharkey, Howes & Javer reported no remaining BlackRock MuniYield Fund position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 6,707 BlackRock MuniYield Fund shares in Q3 2019, an estimated $96K.
Sharkey, Howes & Javer first reported a position in BlackRock MuniYield Fund in Q1 2018 and held it in 6 quarters.
Sharkey, Howes & Javer's BlackRock MuniYield Fund position peaked at $96K in Q2 2019.
53 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.