CPA
FEI

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

Clear Perspective 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
2017
Q3 		– Sell
-100
Closed -$2K – 522
2017
Q2 		$2K Buy
+100
New +$1.59K ﹤0.01% 444

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clear Perspective Advisors's FEI Position: Q3 2017 in Review

Clear Perspective Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q3 2017, closing a stake of 100 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in FEI in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 57 funds tracked by Wall St. Rank hold FEI as of Q3 2017.

  • Clear Perspective Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 100 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q3 2017, an estimated $2K.
  • Clear Perspective Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $2K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.