WFA
MYD

Wellspring Financial Advisors’s BlackRock MuniYield Fund MYD Stock Holding History

Wellspring 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
2023
Q4 		– Sell
-20,787
Closed -$191K – 141
2023
Q3 		$191K Hold
20,787
– – 0.06% 109
2023
Q2 		$217K Hold
20,787
– – 0.06% 97
2023
Q1 		$223K Buy
20,787
+2,587
+14% +$27.8K 0.07% 101
2022
Q4 		$189K Buy
+18,200
New +$185K 0.06% 106

Other funds holding MYD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $326M AUM 16.2% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return