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Capital Planning Advisors’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Capital Planning Advisors’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
-228,602
Closed -$4.75M – 115
2019
Q4 		$4.75M Buy
228,602
+7,907
+4% +$158K 1.24% 24
2019
Q3 		$4.58M Buy
220,695
+35,267
+19% +$736K 1.33% 21
2019
Q2 		$4M Buy
+185,428
New +$4M 1.17% 28

Other funds holding ENFR

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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 $564B 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 $431B 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