Clarus Wealth Advisors’s Center Coast Brookfield MLP & Energy Infrastructure Fund CEN Stock Holding History

Clarus Wealth Advisors’s Portfolio CEN Stock Details CEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-100	Closed	-$8K	–	582
2019 Q2	$8K	Hold	100	–	–	0.01%	464
2019 Q1	$8K	Hold	100	–	–	0.01%	547
2018 Q4	$7K	Hold	100	–	–	0.01%	561
2018 Q3	$9K	Hold	100	–	–	0.01%	559
2018 Q2	$8K	Buy	+100	New	+$9.21K	0.01%	569

Other funds holding CEN

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RJFSA

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

Clarus Wealth Advisors's CEN Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Center Coast Brookfield MLP & Energy Infrastructure Fund (CEN) in Q3 2019, closing a stake of 100 shares — an estimated $8K sold.

Clarus Wealth Advisors first reported a position in CEN in Q2 2018 and held it in 5 quarters. The position peaked at $9K in Q3 2018. 32 funds tracked by Wall St. Rank hold CEN as of Q3 2019.

Clarus Wealth Advisors reported no remaining Center Coast Brookfield MLP & Energy Infrastructure Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 100 Center Coast Brookfield MLP & Energy Infrastructure Fund shares in Q3 2019, an estimated $8K.
Clarus Wealth Advisors first reported a position in Center Coast Brookfield MLP & Energy Infrastructure Fund in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Center Coast Brookfield MLP & Energy Infrastructure Fund position peaked at $9K in Q3 2018.
32 funds tracked by Wall St. Rank held Center Coast Brookfield MLP & Energy Infrastructure Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.