Stifel Financial
MFD

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

Stifel Financial’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
Q2 		– Sell
-15,675
Closed -$182K – 2799
2018
Q1 		$182K Buy
+15,675
New +$194K ﹤0.01% 2495

Other funds holding MFD

OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial's MFD Position: Q2 2018 in Review

Stifel Financial sold out of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD) in Q2 2018, closing a stake of 15,675 shares — an estimated $182K sold.

Stifel Financial first reported a position in MFD in Q1 2018 and held it in 1 quarter. The position peaked at $182K in Q1 2018. 35 funds tracked by Wall St. Rank hold MFD as of Q2 2018.

  • Stifel Financial reported no remaining Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position as of Q2 2018 after selling out during the quarter.
  • Stifel Financial sold 15,675 Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund shares in Q2 2018, an estimated $182K.
  • Stifel Financial first reported a position in Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund in Q1 2018 and held it in 1 quarter.
  • Stifel Financial's Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund position peaked at $182K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund as of Q2 2018.

Based on Stifel Financial's 13F filing for Q2 2018, filed 14 Aug 2018.