D.A. Davidson & Co’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

D.A. Davidson & Co’s Portfolio TAXF Stock Details TAXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,803	Closed	-$730K	–	1062
2019 Q4	$730K	Hold	13,803	–	–	0.01%	588
2019 Q3	$730K	Buy	+13,803	New	+$728K	0.01%	555

Other funds holding TAXF

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

D.A. Davidson & Co's TAXF Position: Q1 2020 in Review

D.A. Davidson & Co sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q1 2020, closing a stake of 13,803 shares — an estimated $730K sold.

D.A. Davidson & Co first reported a position in TAXF in Q3 2019 and held it in 2 quarters. The position peaked at $730K in Q4 2019. 17 funds tracked by Wall St. Rank hold TAXF as of Q1 2020.

D.A. Davidson & Co reported no remaining American Century Diversified Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
D.A. Davidson & Co sold 13,803 American Century Diversified Municipal Bond ETF shares in Q1 2020, an estimated $730K.
D.A. Davidson & Co first reported a position in American Century Diversified Municipal Bond ETF in Q3 2019 and held it in 2 quarters.
D.A. Davidson & Co's American Century Diversified Municipal Bond ETF position peaked at $730K in Q4 2019.
17 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2020.

Based on D.A. Davidson & Co's 13F filing for Q1 2020, filed 5 May 2020.