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MFT

Avantax Planning Partners’s BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND MFT Stock Holding History

Avantax Planning Partners’s Portfolio MFT Stock Details MFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-750
Closed -$9K – 1464
2018
Q3 		$9K Buy
+750
New +$9.65K ﹤0.01% 929
2018
Q2 		– Sell
-750
Closed -$10K – 1863
2018
Q1 		$10K Buy
+750
New +$10.1K ﹤0.01% 1079

Other funds holding MFT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Avantax Planning Partners's MFT Position: Q4 2018 in Review

Avantax Planning Partners sold out of BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND (MFT) in Q4 2018, closing a stake of 750 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in MFT in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 28 funds tracked by Wall St. Rank hold MFT as of Q4 2018.

  • Avantax Planning Partners reported no remaining BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 750 BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND position peaked at $10K in Q1 2018.
  • 28 funds tracked by Wall St. Rank held BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.