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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-218,011
Closed -$1.63M 8067
2024
Q2
$1.63M Buy
218,011
+9,236
+4% +$68.9K ﹤0.01% 4681
2024
Q1
$1.6M Sell
208,775
-119,533
-36% -$905K ﹤0.01% 4707
2023
Q4
$2.58M Buy
328,308
+169,077
+106% +$1.23M ﹤0.01% 4779
2023
Q3
$1.11M Buy
159,231
+64,586
+68% +$494K ﹤0.01% 4736
2023
Q2
$738K Buy
94,645
+14,670
+18% +$119K ﹤0.01% 5015
2023
Q1
$661K Sell
79,975
-1,634
-2% -$13.6K ﹤0.01% 5096
2022
Q4
$660K Sell
81,609
-8,528
-9% -$70.6K ﹤0.01% 5091
2022
Q3
$714K Sell
90,137
-10,266
-10% -$94.3K ﹤0.01% 5085
2022
Q2
$884K Buy
100,403
+1,682
+2% +$16.6K ﹤0.01% 5090
2022
Q1
$1M Buy
98,721
+1,475
+2% +$14.4K ﹤0.01% 4997
2021
Q4
$938K Buy
97,246
+846
+0.9% +$8.17K ﹤0.01% 5118
2021
Q3
$917K Buy
96,400
+6,036
+7% +$59.1K ﹤0.01% 5103
2021
Q2
$881K Buy
90,364
+7,043
+8% +$69.3K ﹤0.01% 5155
2021
Q1
$770K Buy
83,321
+21,334
+34% +$191K ﹤0.01% 4892
2020
Q4
$519K Buy
61,987
+22,140
+56% +$178K ﹤0.01% 5060
2020
Q3
$306K Sell
39,847
-80,064
-67% -$640K ﹤0.01% 4895
2020
Q2
$956K Sell
119,911
-11,918
-9% -$94K ﹤0.01% 4211
2020
Q1
$993K Sell
131,829
-32,873
-20% -$323K ﹤0.01% 3957
2019
Q4
$1.77M Sell
164,702
-4,219
-2% -$43K ﹤0.01% 4129
2019
Q3
$1.67M Sell
168,921
-12,774
-7% -$128K ﹤0.01% 3937
2019
Q2
$1.89M Buy
181,695
+21,901
+14% +$236K ﹤0.01% 3821
2019
Q1
$1.75M Buy
159,794
+81,104
+103% +$874K ﹤0.01% 3696
2018
Q4
$726K Buy
78,690
+32,420
+70% +$334K ﹤0.01% 4528
2018
Q3
$502K Buy
46,270
+3,547
+8% +$39.2K ﹤0.01% 4998
2018
Q2
$463K Sell
42,723
-144,580
-77% -$1.68M ﹤0.01% 5162
2018
Q1
$2.18M Buy
187,303
+1,096
+0.6% +$13.6K ﹤0.01% 3931
2017
Q4
$2.31M Sell
186,207
-6,858
-4% -$89K ﹤0.01% 3910
2017
Q3
$2.63M Buy
193,065
+13,415
+7% +$181K ﹤0.01% 3611
2017
Q2
$2.34M Buy
179,650
+92,602
+106% +$1.19M ﹤0.01% 3666
2017
Q1
$1.09M Buy
87,048
+60,161
+224% +$725K ﹤0.01% 4320
2016
Q4
$307K Sell
26,887
-2,116
-7% -$24.4K ﹤0.01% 5172
2016
Q3
$366K Buy
29,003
+1,467
+5% +$18.5K ﹤0.01% 4706
2016
Q2
$342K Sell
27,536
-7,097
-20% -$87.8K ﹤0.01% 4645
2016
Q1
$425K Sell
34,633
-7,505
-18% -$85.3K ﹤0.01% 4543
2015
Q4
$489K Buy
42,138
+4,003
+10% +$50.3K ﹤0.01% 4560
2015
Q3
$479K Buy
38,135
+4,290
+13% +$58.7K ﹤0.01% 4638
2015
Q2
$522K Sell
33,845
-20,804
-38% -$345K ﹤0.01% 4687
2015
Q1
$880K Sell
54,649
-16,298
-23% -$264K ﹤0.01% 4231
2014
Q4
$1.13M Sell
70,947
-9,663
-12% -$159K ﹤0.01% 4055
2014
Q3
$1.35M Sell
80,610
-4,087
-5% -$72.7K ﹤0.01% 3774
2014
Q2
$1.52M Buy
84,697
+1,987
+2% +$35.1K ﹤0.01% 3713
2014
Q1
$1.42M Sell
82,710
-29,223
-26% -$494K ﹤0.01% 3716
2013
Q4
$1.87M Buy
111,933
+2,597
+2% +$41.4K ﹤0.01% 3428
2013
Q3
$1.71M Sell
109,336
-72,245
-40% -$1.12M ﹤0.01% 3366
2013
Q2
$2.81M Buy
+181,581
New +$2.96M ﹤0.01% 2864

Morgan Stanley's MFD Position: Q3 2024 in Review

Morgan Stanley sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q3 2024, closing a stake of 218,011 shares — an estimated $1.63M sold.

Morgan Stanley first reported a position in MFD in Q2 2013 and held it in 45 quarters. The position peaked at $2.81M in Q2 2013. 0 funds tracked by Wall St. Rank hold MFD as of Q3 2024.

  • Morgan Stanley reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q3 2024 after selling out during the quarter.
  • Morgan Stanley sold 218,011 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q3 2024, an estimated $1.63M.
  • Morgan Stanley first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q2 2013 and held it in 45 quarters.
  • Morgan Stanley's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $2.81M in Q2 2013.
  • 0 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q3 2024.

Based on Morgan Stanley's 13F filing for Q3 2024, filed 14 Nov 2024.