CA
FEI

Claro Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Claro Advisors’s Portfolio FEI Stock Details FEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-400
Closed -$5K – 989
2018
Q4 		$5K Buy
+400
New +$4.43K ﹤0.01% 801

Other funds holding FEI

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Claro Advisors's FEI Position: Q1 2019 in Review

Claro Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q1 2019, closing a stake of 400 shares — an estimated $5K sold.

Claro Advisors first reported a position in FEI in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 71 funds tracked by Wall St. Rank hold FEI as of Q1 2019.

  • Claro Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 400 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q1 2019, an estimated $5K.
  • Claro Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $5K in Q4 2018.
  • 71 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.