Chesley Taft & Associates’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Chesley Taft & Associates’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-10,050	Closed	-$196K	–	273
2018 Q1	$196K	Buy	+10,050	New	+$199K	0.02%	264

Other funds holding FPE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Chesley Taft & Associates's FPE Position: Q2 2018 in Review

Chesley Taft & Associates sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2018, closing a stake of 10,050 shares — an estimated $196K sold.

Chesley Taft & Associates first reported a position in FPE in Q1 2018 and held it in 1 quarter. The position peaked at $196K in Q1 2018. 188 funds tracked by Wall St. Rank hold FPE as of Q2 2018.

Chesley Taft & Associates reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2018 after selling out during the quarter.
Chesley Taft & Associates sold 10,050 First Trust Preferred Securities and Income ETF shares in Q2 2018, an estimated $196K.
Chesley Taft & Associates first reported a position in First Trust Preferred Securities and Income ETF in Q1 2018 and held it in 1 quarter.
Chesley Taft & Associates's First Trust Preferred Securities and Income ETF position peaked at $196K in Q1 2018.
188 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2018.

Based on Chesley Taft & Associates's 13F filing for Q2 2018, filed 12 Jul 2018.