Barclays
FPL

Barclays’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Barclays’s Portfolio FPL Stock Details FPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-972
Closed -$13K – 7103
2017
Q2 		$13K Buy
+972
New +$12.8K ﹤0.01% 5977

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays's FPL Position: Q3 2017 in Review

Barclays sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2017, closing a stake of 972 shares — an estimated $13K sold.

Barclays first reported a position in FPL in Q2 2017 and held it in 1 quarter. The position peaked at $13K in Q2 2017. 40 funds tracked by Wall St. Rank hold FPL as of Q3 2017.

  • Barclays reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2017 after selling out during the quarter.
  • Barclays sold 972 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2017, an estimated $13K.
  • Barclays first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q2 2017 and held it in 1 quarter.
  • Barclays's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $13K in Q2 2017.
  • 40 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2017.

Based on Barclays's 13F filing for Q3 2017, filed 14 Nov 2017.