Janney Montgomery Scott
MZF

Janney Montgomery Scott’s Managed Duration Inv Grd Muni Fd MZF Stock Holding History

Janney Montgomery Scott’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
2017
Q1 		– Sell
-10,730
Closed -$141K – 1851
2016
Q4 		$141K Buy
+10,730
New +$145K ﹤0.01% 1592

Other funds holding MZF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janney Montgomery Scott's MZF Position: Q1 2017 in Review

Janney Montgomery Scott sold out of Managed Duration Inv Grd Muni Fd (MZF) in Q1 2017, closing a stake of 10,730 shares — an estimated $141K sold.

Janney Montgomery Scott first reported a position in MZF in Q4 2016 and held it in 1 quarter. The position peaked at $141K in Q4 2016. 24 funds tracked by Wall St. Rank hold MZF as of Q1 2017.

  • Janney Montgomery Scott reported no remaining Managed Duration Inv Grd Muni Fd position as of Q1 2017 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,730 Managed Duration Inv Grd Muni Fd shares in Q1 2017, an estimated $141K.
  • Janney Montgomery Scott first reported a position in Managed Duration Inv Grd Muni Fd in Q4 2016 and held it in 1 quarter.
  • Janney Montgomery Scott's Managed Duration Inv Grd Muni Fd position peaked at $141K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held Managed Duration Inv Grd Muni Fd as of Q1 2017.

Based on Janney Montgomery Scott's 13F filing for Q1 2017, filed 26 Apr 2017.