Physician Wealth Advisors’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Physician Wealth Advisors’s Portfolio MFD Stock Details MFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-22,597	Closed	-$175K	–	138
2020 Q1	$175K	Hold	22,597	–	–	0.09%	103
2019 Q4	$248K	Hold	22,597	–	–	0.11%	97
2019 Q3	$228K	Buy	+22,597	New	+$227K	0.11%	95

Other funds holding MFD

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Physician Wealth Advisors's MFD Position: Q2 2020 in Review

Physician Wealth Advisors sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q2 2020, closing a stake of 22,597 shares — an estimated $175K sold.

Physician Wealth Advisors first reported a position in MFD in Q3 2019 and held it in 3 quarters. The position peaked at $248K in Q4 2019. 33 funds tracked by Wall St. Rank hold MFD as of Q2 2020.

Physician Wealth Advisors reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q2 2020 after selling out during the quarter.
Physician Wealth Advisors sold 22,597 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q2 2020, an estimated $175K.
Physician Wealth Advisors first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q3 2019 and held it in 3 quarters.
Physician Wealth Advisors's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $248K in Q4 2019.
33 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q2 2020.

Based on Physician Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.