CAM
FPL

Cresset Asset Management’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Cresset Asset Management’s Portfolio FPL Stock Details FPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-700
Closed -$5K – 2131
2018
Q4 		$5K Buy
+700
New +$6K ﹤0.01% 1050

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cresset Asset Management's FPL Position: Q1 2019 in Review

Cresset Asset Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2019, closing a stake of 700 shares — an estimated $5K sold.

Cresset Asset Management first reported a position in FPL in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 52 funds tracked by Wall St. Rank hold FPL as of Q1 2019.

  • Cresset Asset Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2019 after selling out during the quarter.
  • Cresset Asset Management sold 700 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2019, an estimated $5K.
  • Cresset Asset Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2018 and held it in 1 quarter.
  • Cresset Asset Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $5K in Q4 2018.
  • 52 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2019.

Based on Cresset Asset Management's 13F filing for Q1 2019, filed 15 May 2019.