IFP Advisors’s Managed Duration Inv Grd Muni Fd MZF Stock Holding History

IFP Advisors’s Portfolio MZF Stock Details MZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-434	Closed	-$6K	–	4208
2018 Q2	$6K	Hold	434	–	–	﹤0.01%	3220
2018 Q1	$6K	Hold	434	–	–	﹤0.01%	3127
2017 Q4	$6K	Hold	434	–	–	﹤0.01%	3174
2017 Q3	$6K	Hold	434	–	–	﹤0.01%	3359
2017 Q2	$6K	Hold	434	–	–	﹤0.01%	3361
2017 Q1	$6K	Hold	434	–	–	﹤0.01%	3254
2016 Q4	$6K	Hold	434	–	–	﹤0.01%	3254
2016 Q3	$6K	Hold	434	–	–	﹤0.01%	3194
2016 Q2	$6K	Buy	+434	New	+$6.21K	﹤0.01%	3110

Other funds holding MZF

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

IFP Advisors's MZF Position: Q3 2018 in Review

IFP Advisors sold out of Managed Duration Inv Grd Muni Fd (MZF) in Q3 2018, closing a stake of 434 shares — an estimated $6K sold.

IFP Advisors first reported a position in MZF in Q2 2016 and held it in 9 quarters. The position peaked at $6K in Q2 2018. 2 funds tracked by Wall St. Rank hold MZF as of Q3 2018.

IFP Advisors reported no remaining Managed Duration Inv Grd Muni Fd position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 434 Managed Duration Inv Grd Muni Fd shares in Q3 2018, an estimated $6K.
IFP Advisors first reported a position in Managed Duration Inv Grd Muni Fd in Q2 2016 and held it in 9 quarters.
IFP Advisors's Managed Duration Inv Grd Muni Fd position peaked at $6K in Q2 2018.
2 funds tracked by Wall St. Rank held Managed Duration Inv Grd Muni Fd as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.