Carmichael Hill & Associates’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Carmichael Hill & Associates’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
2019 Q4	–	Sell	-12,702	Closed	-$116K	–	687
2019 Q3	$116K	Buy	12,702 +58	+0.5%	+$1.21K	0.11%	112
2019 Q2	$125K	Sell	12,644 -248	-2%	-$5.35K	0.12%	109
2019 Q1	$129K	Buy	12,892 +52	+0.4%	+$1.09K	0.13%	108
2018 Q4	$112K	Buy	+12,840	New	+$262K	0.13%	107

Other funds holding ENFR

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carmichael Hill & Associates's ENFR Position: Q4 2019 in Review

Carmichael Hill & Associates sold out of Alerian Energy Infrastructure ETF (ENFR) in Q4 2019, closing a stake of 12,702 shares — an estimated $116K sold.

Carmichael Hill & Associates first reported a position in ENFR in Q4 2018 and held it in 4 quarters. The position peaked at $129K in Q1 2019. 27 funds tracked by Wall St. Rank hold ENFR as of Q4 2019.

Carmichael Hill & Associates reported no remaining Alerian Energy Infrastructure ETF position as of Q4 2019 after selling out during the quarter.
Carmichael Hill & Associates sold 12,702 Alerian Energy Infrastructure ETF shares in Q4 2019, an estimated $116K.
Carmichael Hill & Associates first reported a position in Alerian Energy Infrastructure ETF in Q4 2018 and held it in 4 quarters.
Carmichael Hill & Associates's Alerian Energy Infrastructure ETF position peaked at $129K in Q1 2019.
27 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2019.

Based on Carmichael Hill & Associates's 13F filing for Q4 2019, filed 30 Jan 2020.