AWA
FEI

Acorn Wealth Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Acorn Wealth Advisors’s Portfolio FEI Stock Details FEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-451
Closed -$6K – 802
2018
Q1 		$6K Hold
451
– – 0.01% 612
2017
Q4 		$7K Buy
+451
New +$6.59K 0.01% 563

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2018, closing a stake of 451 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in FEI in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 64 funds tracked by Wall St. Rank hold FEI as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 451 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2018, an estimated $6K.
  • Acorn Wealth Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $7K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2018.

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