BFEC
DTF

Benjamin F. Edwards & Company’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Benjamin F. Edwards & Company’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,036
Closed -$15K – 1350
2016
Q4 		$15K Buy
+1,036
New +$15.5K ﹤0.01% 849

Other funds holding DTF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return

Benjamin F. Edwards & Company's DTF Position: Q1 2017 in Review

Benjamin F. Edwards & Company sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2017, closing a stake of 1,036 shares — an estimated $15K sold.

Benjamin F. Edwards & Company first reported a position in DTF in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 17 funds tracked by Wall St. Rank hold DTF as of Q1 2017.

  • Benjamin F. Edwards & Company reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2017 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,036 DTF Tax-Free Income 2028 Term Fund shares in Q1 2017, an estimated $15K.
  • Benjamin F. Edwards & Company first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2016 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's DTF Tax-Free Income 2028 Term Fund position peaked at $15K in Q4 2016.
  • 17 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2017.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2017, filed 4 May 2017.