Ladenburg Thalmann Financial Services’s Managed Duration Inv Grd Muni Fd MZF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-11,675
Closed -$159K 5610
2018
Q2
$159K Hold
11,675
﹤0.01% 2414
2018
Q1
$159K Sell
11,675
-1,207
-9% -$16.1K ﹤0.01% 2414
2017
Q4
$173K Sell
12,882
-5,322
-29% -$72.2K ﹤0.01% 2316
2017
Q3
$251K Hold
18,204
﹤0.01% 1929
2017
Q2
$251K Buy
+18,204
New +$248K ﹤0.01% 1859

Other funds holding MZF

Ladenburg Thalmann Financial Services's MZF Position: Q3 2018 in Review

Ladenburg Thalmann Financial Services sold out of Managed Duration Inv Grd Muni Fd (MZF) in Q3 2018, closing a stake of 11,675 shares — an estimated $159K sold.

Ladenburg Thalmann Financial Services first reported a position in MZF in Q2 2017 and held it in 5 quarters. The position peaked at $251K in Q3 2017. 2 funds tracked by Wall St. Rank hold MZF as of Q3 2018.

  • Ladenburg Thalmann Financial Services reported no remaining Managed Duration Inv Grd Muni Fd position as of Q3 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 11,675 Managed Duration Inv Grd Muni Fd shares in Q3 2018, an estimated $159K.
  • Ladenburg Thalmann Financial Services first reported a position in Managed Duration Inv Grd Muni Fd in Q2 2017 and held it in 5 quarters.
  • Ladenburg Thalmann Financial Services's Managed Duration Inv Grd Muni Fd position peaked at $251K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Managed Duration Inv Grd Muni Fd as of Q3 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.