Bessemer Group
FPL

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

Bessemer Group’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
2018
Q1 		– Sell
-1,684
Closed -$20K – 1814
2017
Q4 		$20K Buy
+1,684
New +$20.2K ﹤0.01% 1429

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bessemer Group's FPL Position: Q1 2018 in Review

Bessemer Group sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2018, closing a stake of 1,684 shares — an estimated $20K sold.

Bessemer Group first reported a position in FPL in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 39 funds tracked by Wall St. Rank hold FPL as of Q1 2018.

  • Bessemer Group reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2018 after selling out during the quarter.
  • Bessemer Group sold 1,684 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2018, an estimated $20K.
  • Bessemer Group first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2017 and held it in 1 quarter.
  • Bessemer Group's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $20K in Q4 2017.
  • 39 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2018.

Based on Bessemer Group's 13F filing for Q1 2018, filed 10 May 2018.