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Capital Investment Advisory Services’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Capital Investment Advisory Services’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-25
Closed -$1K – 577
2019
Q4 		$1K Hold
25
– – ﹤0.01% 535
2019
Q3 		$1K Hold
25
– – ﹤0.01% 1315
2019
Q2 		$1K Hold
25
– – ﹤0.01% 1330
2019
Q1 		$1K Hold
25
– – ﹤0.01% 1152
2018
Q4 		$0 Buy
+25
New +$511 ﹤0.01% 1196

Other funds holding ENFR

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Capital Investment Advisory Services's ENFR Position: Q1 2020 in Review

Capital Investment Advisory Services sold out of Alerian Energy Infrastructure ETF (ENFR) in Q1 2020, closing a stake of 25 shares — an estimated $1K sold.

Capital Investment Advisory Services first reported a position in ENFR in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 26 funds tracked by Wall St. Rank hold ENFR as of Q1 2020.

  • Capital Investment Advisory Services reported no remaining Alerian Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Investment Advisory Services sold 25 Alerian Energy Infrastructure ETF shares in Q1 2020, an estimated $1K.
  • Capital Investment Advisory Services first reported a position in Alerian Energy Infrastructure ETF in Q4 2018 and held it in 5 quarters.
  • Capital Investment Advisory Services's Alerian Energy Infrastructure ETF position peaked at $1K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2020.

Based on Capital Investment Advisory Services's 13F filing for Q1 2020, filed 28 Apr 2020.