Squar Milner Financial Services’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Squar Milner Financial Services’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
2018 Q3	–	Sell	-3,550	Closed	-$38K	–	875
2018 Q2	$38K	Buy	+3,550	New	+$41.3K	0.03%	384

Other funds holding MFD

PFM

Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Squar Milner Financial Services's MFD Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q3 2018, closing a stake of 3,550 shares — an estimated $38K sold.

Squar Milner Financial Services first reported a position in MFD in Q2 2018 and held it in 1 quarter. The position peaked at $38K in Q2 2018. 24 funds tracked by Wall St. Rank hold MFD as of Q3 2018.

Squar Milner Financial Services reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q3 2018 after selling out during the quarter.
Squar Milner Financial Services sold 3,550 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q3 2018, an estimated $38K.
Squar Milner Financial Services first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q2 2018 and held it in 1 quarter.
Squar Milner Financial Services's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $38K in Q2 2018.
24 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.