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IFC Holdings’s First Trust Managed Municipal ETF FMB Stock Holding History

IFC Holdings’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-77,280
Closed -$4.11M – 508
2017
Q3 		$4.11M Buy
77,280
+4,363
+6% +$232K 0.29% 53
2017
Q2 		$3.84M Buy
72,917
+66,320
+1,005% +$3.48M 0.29% 53
2017
Q1 		$342K Buy
6,597
+170
+3% +$8.75K 0.03% 321
2016
Q4 		$328K Buy
6,427
+2,191
+52% +$115K 0.03% 294
2016
Q3 		$228K Sell
4,236
-5,272
-55% -$285K 0.02% 346
2016
Q2 		$512K Buy
+9,508
New +$508K 0.06% 212

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFC Holdings's FMB Position: Q4 2017 in Review

IFC Holdings sold out of First Trust Managed Municipal ETF (FMB) in Q4 2017, closing a stake of 77,280 shares — an estimated $4.11M sold.

IFC Holdings first reported a position in FMB in Q2 2016 and held it in 6 quarters. The position peaked at $4.11M in Q3 2017. 64 funds tracked by Wall St. Rank hold FMB as of Q4 2017.

  • IFC Holdings reported no remaining First Trust Managed Municipal ETF position as of Q4 2017 after selling out during the quarter.
  • IFC Holdings sold 77,280 First Trust Managed Municipal ETF shares in Q4 2017, an estimated $4.11M.
  • IFC Holdings first reported a position in First Trust Managed Municipal ETF in Q2 2016 and held it in 6 quarters.
  • IFC Holdings's First Trust Managed Municipal ETF position peaked at $4.11M in Q3 2017.
  • 64 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.