SPC
MZF

Sigma Planning Corp’s Managed Duration Inv Grd Muni Fd MZF Stock Holding History

Sigma Planning Corp’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
2018
Q3 		– Sell
-11,355
Closed -$163K – 1031
2018
Q2 		$163K Hold
11,355
– – 0.01% 844
2018
Q1 		$154K Hold
11,355
– – 0.01% 801
2017
Q4 		$152K Hold
11,355
– – 0.01% 795
2017
Q3 		$157K Sell
11,355
-11,440
-50% -$159K 0.01% 795
2017
Q2 		$315K Hold
22,795
– – 0.03% 559
2017
Q1 		$301K Hold
22,795
– – 0.03% 580
2016
Q4 		$299K Hold
22,795
– – 0.03% 524
2016
Q3 		$327K Hold
22,795
– – 0.04% 483
2016
Q2 		$336K Hold
22,795
– – 0.04% 447
2016
Q1 		$318K Hold
22,795
– – 0.04% 432
2015
Q4 		$314K Hold
22,795
– – 0.04% 436
2015
Q3 		$304K Sell
22,795
-3,759
-14% -$50.8K 0.05% 426
2015
Q2 		$352K Buy
26,554
+53
+0.2% +$700 0.05% 443
2015
Q1 		$360K Buy
26,501
+49
+0.2% +$670 0.05% 464
2014
Q4 		$357K Buy
+26,452
New +$358K 0.05% 443

Other funds holding MZF

DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Sigma Planning Corp's MZF Position: Q3 2018 in Review

Sigma Planning Corp sold out of Managed Duration Inv Grd Muni Fd (MZF) in Q3 2018, closing a stake of 11,355 shares — an estimated $163K sold.

Sigma Planning Corp first reported a position in MZF in Q4 2014 and held it in 15 quarters. The position peaked at $360K in Q1 2015. 2 funds tracked by Wall St. Rank hold MZF as of Q3 2018.

  • Sigma Planning Corp reported no remaining Managed Duration Inv Grd Muni Fd position as of Q3 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 11,355 Managed Duration Inv Grd Muni Fd shares in Q3 2018, an estimated $163K.
  • Sigma Planning Corp first reported a position in Managed Duration Inv Grd Muni Fd in Q4 2014 and held it in 15 quarters.
  • Sigma Planning Corp's Managed Duration Inv Grd Muni Fd position peaked at $360K in Q1 2015.
  • 2 funds tracked by Wall St. Rank held Managed Duration Inv Grd Muni Fd as of Q3 2018.

Based on Sigma Planning Corp's 13F filing for Q3 2018, filed 7 Nov 2018.