Bessemer Group
FEI

Bessemer Group’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Bessemer Group’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
Q4 		– Sell
-1,500
Closed -$19K – 2080
2018
Q3 		$19K Hold
1,500
– – ﹤0.01% 1482
2018
Q2 		$20K Buy
+1,500
New +$19.1K ﹤0.01% 1411

Other funds holding FEI

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
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group's FEI Position: Q4 2018 in Review

Bessemer Group sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2018, closing a stake of 1,500 shares — an estimated $19K sold.

Bessemer Group first reported a position in FEI in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q2 2018. 73 funds tracked by Wall St. Rank hold FEI as of Q4 2018.

  • Bessemer Group reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2018 after selling out during the quarter.
  • Bessemer Group sold 1,500 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2018, an estimated $19K.
  • Bessemer Group first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2018 and held it in 2 quarters.
  • Bessemer Group's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $20K in Q2 2018.
  • 73 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2018.

Based on Bessemer Group's 13F filing for Q4 2018, filed 12 Feb 2019.