BLACKROCK MUNIYIELD INVST FD's ticker is MYF and the CUSIP is 09254R104.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $32,000 | -15.8% | 1,900 | -20.0% | 0.01% | -25.0% |
| Q1 2016 | $38,000 | -34.5% | 2,375 | -35.8% | 0.01% | -38.5% |
| Q4 2015 | $58,000 | -38.3% | 3,700 | -40.8% | 0.01% | -38.1% |
| Q3 2015 | $94,000 | +28.8% | 6,250 | +23.8% | 0.02% | +40.0% |
| Q2 2015 | $73,000 | +5.8% | 5,050 | +13.5% | 0.02% | +7.1% |
| Q1 2015 | $69,000 | +21.1% | 4,450 | +20.3% | 0.01% | +7.7% |
| Q4 2014 | $57,000 | +29.5% | 3,700 | +23.3% | 0.01% | +18.2% |
| Q3 2014 | $44,000 | +29.4% | 3,000 | +29.0% | 0.01% | +22.2% |
| Q2 2014 | $34,000 | +36.0% | 2,325 | +31.0% | 0.01% | +28.6% |
| Q1 2014 | $25,000 | +4.2% | 1,775 | 0.0% | 0.01% | -12.5% |
| Q4 2013 | $24,000 | +60.0% | 1,775 | +65.1% | 0.01% | +33.3% |
| Q3 2013 | $15,000 | – | 1,075 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wakefield Asset Management LLLP | 62,974 | $880,000 | 0.37% |
| Ranch Capital Advisors Inc. | 28,155 | $393,000 | 0.28% |
| Ackerman Capital Advisors, LLC | 32,500 | $454,000 | 0.12% |
| Successful Portfolios LLC | 10,712 | $150,000 | 0.11% |
| Greytown Advisors Inc. | 10,659 | $149,000 | 0.10% |
| Mutual Advisors, LLC | 64,950 | $908,000 | 0.07% |
| Altus Wealth Group LLC | 3,550 | $50,000 | 0.05% |
| Insight Wealth Strategies, LLC | 15,946 | $223,000 | 0.04% |
| Newbridge Financial Services Group, Inc. | 3,068 | $43,000 | 0.04% |
| Accel Wealth Management | 1,272 | $18,000 | 0.02% |