WFG Advisors’s BlackRock MuniYield Fund MYD Stock Holding History

WFG 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	$7K	Buy	461 +6	+1%	+$89	﹤0.01%	1223
2017 Q1	$7K	Sell	455 -888	-66%	-$12.8K	﹤0.01%	1157
2016 Q4	$18K	Buy	1,343 +902	+205%	+$13K	﹤0.01%	963
2016 Q3	$7K	Buy	441 +5	+1%	+$80	﹤0.01%	1223
2016 Q2	$7K	Buy	436 +7	+2%	+$110	﹤0.01%	1176
2016 Q1	$7K	Buy	429 +4	+0.9%	+$61	﹤0.01%	1130
2015 Q4	$6K	Buy	425 +9	+2%	+$131	﹤0.01%	1188
2015 Q3	$6K	Buy	416 +7	+2%	+$99	﹤0.01%	1220
2015 Q2	$6K	Buy	409 +6	+1%	+$87	﹤0.01%	1312
2015 Q1	$6K	Sell	403 -2,302	-85%	-$34.5K	﹤0.01%	1323
2014 Q4	$40K	Buy	2,705 +60	+2%	+$873	0.01%	970
2014 Q3	$38K	Buy	2,645 +44	+2%	+$624	0.01%	1020
2014 Q2	$37K	Buy	2,601 +44	+2%	+$627	0.01%	1029
2014 Q1	$35K	Sell	2,557 -970	-28%	-$13.1K	0.01%	1042
2013 Q4	$45K	Sell	3,527 -10,738	-75%	-$141K	0.01%	1037
2013 Q3	$191K	Buy	14,265 +12,215	+596%	+$164K	0.03%	499
2013 Q2	$30K	Buy	+2,050	New	+$31.9K	0.01%	1072

Other funds holding MYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WFG Advisors's MYD Position: Q2 2017 in Review

WFG Advisors increased its BlackRock MuniYield Fund (MYD) stake by 1.3% in Q2 2017, buying an estimated $89 and bringing the position to 461 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

WFG Advisors first reported a position in MYD in Q2 2013 and has held it in 17 quarters since. The position peaked at $191K in Q3 2013. 56 funds tracked by Wall St. Rank hold MYD as of Q2 2017.

WFG Advisors held 461 shares of BlackRock MuniYield Fund worth $7K as of Q2 2017.
WFG Advisors bought 6 BlackRock MuniYield Fund shares in Q2 2017, an estimated $89.
BlackRock MuniYield Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1223 holding.
WFG Advisors first reported a position in BlackRock MuniYield Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's BlackRock MuniYield Fund position peaked at $191K in Q3 2013.
56 funds tracked by Wall St. Rank held BlackRock MuniYield Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.