AP
FEI

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
VWM
Vector Wealth Management Minneapolis, Minnesota $142M AUM 10.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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.