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Acorn Wealth Advisors’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Acorn Wealth Advisors’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-89
Closed -$2K – 607
2018
Q1 		$2K Hold
89
– – ﹤0.01% 724
2017
Q4 		$2K Buy
+89
New +$2.01K ﹤0.01% 697

Other funds holding ENFR

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorn Wealth Advisors's ENFR Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Alerian Energy Infrastructure ETF (ENFR) in Q2 2018, closing a stake of 89 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in ENFR in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 27 funds tracked by Wall St. Rank hold ENFR as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Alerian Energy Infrastructure ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 89 Alerian Energy Infrastructure ETF shares in Q2 2018, an estimated $2K.
  • Acorn Wealth Advisors first reported a position in Alerian Energy Infrastructure ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Alerian Energy Infrastructure ETF position peaked at $2K in Q1 2018.
  • 27 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.