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 $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Wellspring Financial Advisors's MYD Position: Q4 2023 in Review

Wellspring Financial Advisors sold out of BlackRock MuniYield Fund (MYD) in Q4 2023, closing a stake of 20,787 shares — an estimated $191K sold.

Wellspring Financial Advisors first reported a position in MYD in Q4 2022 and held it in 4 quarters. The position peaked at $223K in Q1 2023. 97 funds tracked by Wall St. Rank hold MYD as of Q4 2023.

  • Wellspring Financial Advisors reported no remaining BlackRock MuniYield Fund position as of Q4 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 20,787 BlackRock MuniYield Fund shares in Q4 2023, an estimated $191K.
  • Wellspring Financial Advisors first reported a position in BlackRock MuniYield Fund in Q4 2022 and held it in 4 quarters.
  • Wellspring Financial Advisors's BlackRock MuniYield Fund position peaked at $223K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q4 2023.

Based on Wellspring Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.