IFP Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

IFP Advisors’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
2018 Q2	–	Sell	-2,000	Closed	-$28K	–	3911
2018 Q1	$28K	Hold	2,000	–	–	﹤0.01%	2174
2017 Q4	$28K	Sell	2,000 -1,298	-39%	-$18.4K	﹤0.01%	2202
2017 Q3	$47K	Hold	3,298	–	–	﹤0.01%	2023
2017 Q2	$48K	Buy	3,298 +990	+43%	+$14.8K	﹤0.01%	1991
2017 Q1	$34K	Hold	2,308	–	–	﹤0.01%	2161
2016 Q4	$33K	Hold	2,308	–	–	﹤0.01%	2122
2016 Q3	$38K	Hold	2,308	–	–	﹤0.01%	1979
2016 Q2	$39K	Buy	+2,308	New	+$38.1K	﹤0.01%	1923
2016 Q1	–	Sell	-2,153	Closed	-$33K	–	2617
2015 Q4	$33K	Buy	+2,153	New	+$32.1K	﹤0.01%	1860

Other funds holding DTF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

IFP Advisors's DTF Position: Q2 2018 in Review

IFP Advisors sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q2 2018, closing a stake of 2,000 shares — an estimated $28K sold.

IFP Advisors first reported a position in DTF in Q4 2015 and held it in 9 quarters. The position peaked at $48K in Q2 2017. 30 funds tracked by Wall St. Rank hold DTF as of Q2 2018.

IFP Advisors reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 2,000 DTF Tax-Free Income 2028 Term Fund shares in Q2 2018, an estimated $28K.
IFP Advisors first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2015 and held it in 9 quarters.
IFP Advisors's DTF Tax-Free Income 2028 Term Fund position peaked at $48K in Q2 2017.
30 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.