CCS
FEN

Crosspoint Capital Strategies’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Crosspoint Capital Strategies’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$37K – 869
2015
Q4 		$37K Buy
+1,000
New +$24.3K 0.01% 487

Other funds holding FEN

TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crosspoint Capital Strategies's FEN Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Energy Income and Growth Fund (FEN) in Q1 2016, closing a stake of 1,000 shares — an estimated $37K sold.

Crosspoint Capital Strategies first reported a position in FEN in Q4 2015 and held it in 1 quarter. The position peaked at $37K in Q4 2015. 61 funds tracked by Wall St. Rank hold FEN as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining First Trust Energy Income and Growth Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 1,000 First Trust Energy Income and Growth Fund shares in Q1 2016, an estimated $37K.
  • Crosspoint Capital Strategies first reported a position in First Trust Energy Income and Growth Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's First Trust Energy Income and Growth Fund position peaked at $37K in Q4 2015.
  • 61 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.