MIFH
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Migdal Insurance & Financial Holdings’s First Trust Managed Municipal ETF FMB Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,000
Closed -$51K – 471
2016
Q4 		$51K Buy
+1,000
New +$52.3K ﹤0.01% 348

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
FA
FMA Advisory Harrisburg, Pennsylvania $268M AUM 30.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FMB Position: Q1 2017 in Review

Migdal Insurance & Financial Holdings sold out of First Trust Managed Municipal ETF (FMB) in Q1 2017, closing a stake of 1,000 shares — an estimated $51K sold.

Migdal Insurance & Financial Holdings first reported a position in FMB in Q4 2016 and held it in 1 quarter. The position peaked at $51K in Q4 2016. 33 funds tracked by Wall St. Rank hold FMB as of Q1 2017.

  • Migdal Insurance & Financial Holdings reported no remaining First Trust Managed Municipal ETF position as of Q1 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,000 First Trust Managed Municipal ETF shares in Q1 2017, an estimated $51K.
  • Migdal Insurance & Financial Holdings first reported a position in First Trust Managed Municipal ETF in Q4 2016 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's First Trust Managed Municipal ETF position peaked at $51K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2017, filed 15 May 2017.