SIM
MFD

Sonora Investment Management’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Sonora Investment Management’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
2021
Q3 		$10K Buy
+1,000
New +$9.8K ﹤0.01% 793

Other funds holding MFD

OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Sonora Investment Management's MFD Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q3 2021: 1,000 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings.

29 funds tracked by Wall St. Rank hold MFD as of Q3 2021.

  • Sonora Investment Management held 1,000 shares of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund worth $10K as of Q3 2021.
  • Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund was a new Sonora Investment Management position in Q3 2021.
  • Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #793 holding.
  • 29 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.