IFP Advisors’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

IFP Advisors’s Portfolio MFD Stock Details MFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,000	Closed	-$11K	–	3915
2018 Q3	$11K	Sell	1,000 -697	-41%	-$7.71K	﹤0.01%	2823
2018 Q2	$18K	Buy	1,697 +300	+21%	+$3.49K	﹤0.01%	2541
2018 Q1	$17K	Hold	1,397	–	–	﹤0.01%	2502
2017 Q4	$17K	Sell	1,397 -850	-38%	-$11K	﹤0.01%	2538
2017 Q3	$31K	Hold	2,247	–	–	﹤0.01%	2323
2017 Q2	$29K	Buy	2,247 +850	+61%	+$11K	﹤0.01%	2353
2017 Q1	$17K	Buy	+1,397	New	+$16.8K	﹤0.01%	2616

Other funds holding MFD

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

IFP Advisors's MFD Position: Q4 2018 in Review

IFP Advisors sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q4 2018, closing a stake of 1,000 shares — an estimated $11K sold.

IFP Advisors first reported a position in MFD in Q1 2017 and held it in 7 quarters. The position peaked at $31K in Q3 2017. 23 funds tracked by Wall St. Rank hold MFD as of Q4 2018.

IFP Advisors reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 1,000 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q4 2018, an estimated $11K.
IFP Advisors first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q1 2017 and held it in 7 quarters.
IFP Advisors's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $31K in Q3 2017.
23 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.