Atwood & Palmer’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Atwood & Palmer’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
2016 Q1	–	Sell	-272	Closed	-$4K	–	399
2015 Q4	$4K	Hold	272	–	–	﹤0.01%	367
2015 Q3	$4K	Buy	+272	New	+$4.68K	﹤0.01%	397

Other funds holding FEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.37% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Vector Wealth Management Minneapolis, Minnesota $142M AUM 10.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Atwood & Palmer's FEI Position: Q1 2016 in Review

Atwood & Palmer sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q1 2016, closing a stake of 272 shares — an estimated $4K sold.

Atwood & Palmer first reported a position in FEI in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 46 funds tracked by Wall St. Rank hold FEI as of Q1 2016.

Atwood & Palmer reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q1 2016 after selling out during the quarter.
Atwood & Palmer sold 272 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q1 2016, an estimated $4K.
Atwood & Palmer first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2015 and held it in 2 quarters.
Atwood & Palmer's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $4K in Q4 2015.
46 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.