ACS
FELP

Archford Capital Strategies’s Foresight Energy LP FELP Stock Holding History

Archford Capital Strategies’s Portfolio FELP Stock Details FELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed – – 563
2019
Q2 		$0 Hold
100
– – ﹤0.01% 580
2019
Q1 		$0 Hold
100
– – ﹤0.01% 549
2018
Q4 		$0 Hold
100
– – ﹤0.01% 549
2018
Q3 		$0 Hold
100
– – ﹤0.01% 708
2018
Q2 		$0 Hold
100
– – ﹤0.01% 759
2018
Q1 		$1K Buy
+100
New +$395 ﹤0.01% 635
2017
Q2 		– Sell
-100
Closed -$1K – 688
2017
Q1 		$1K Hold
100
– – ﹤0.01% 694
2016
Q4 		$0 Hold
100
– – ﹤0.01% 780
2016
Q3 		$0 Hold
100
– – ﹤0.01% 746
2016
Q2 		$0 Buy
+100
New +$169 ﹤0.01% 784
2016
Q1 		– Sell
-100
Closed -$1K – 675
2015
Q4 		$1K Hold
100
– – ﹤0.01% 816
2015
Q3 		$1K Hold
100
– – ﹤0.01% 659
2015
Q2 		$1K Hold
100
– – ﹤0.01% 638
2015
Q1 		$1.56K Hold
100
– – ﹤0.01% 579
2014
Q4 		$2K Hold
100
– – ﹤0.01% 557
2014
Q3 		$2K Hold
100
– – ﹤0.01% 555
2014
Q2 		$2.03K Buy
+100
New +$1.94K ﹤0.01% 688

Other funds holding FELP

SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Archford Capital Strategies's FELP Position: Q3 2019 in Review

Archford Capital Strategies sold out of Foresight Energy LP (FELP) in Q3 2019, closing a stake of 100 shares.

Archford Capital Strategies first reported a position in FELP in Q2 2014 and held it in 17 quarters. The position peaked at $2.03K in Q2 2014. 15 funds tracked by Wall St. Rank hold FELP as of Q3 2019.

  • Archford Capital Strategies reported no remaining Foresight Energy LP position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 100 Foresight Energy LP shares in Q3 2019.
  • Archford Capital Strategies first reported a position in Foresight Energy LP in Q2 2014 and held it in 17 quarters.
  • Archford Capital Strategies's Foresight Energy LP position peaked at $2.03K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held Foresight Energy LP as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.