Envestnet Asset Management
FPL

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

Envestnet 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
2018
Q3 		– Sell
-2,249
Closed -$23K – 2743
2018
Q2 		$23K Buy
2,249
+1,500
+200% +$15.7K ﹤0.01% 2398
2018
Q1 		$7K Hold
749
– – ﹤0.01% 2565
2017
Q4 		$9K Hold
749
– – ﹤0.01% 2658
2017
Q3 		$9K Hold
749
– – ﹤0.01% 2624
2017
Q2 		$10K Hold
749
– – ﹤0.01% 2710
2017
Q1 		$10K Hold
749
– – ﹤0.01% 2794
2016
Q4 		$10K Buy
+749
New +$9.6K ﹤0.01% 2777

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Envestnet Asset Management's FPL Position: Q3 2018 in Review

Envestnet Asset Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2018, closing a stake of 2,249 shares — an estimated $23K sold.

Envestnet Asset Management first reported a position in FPL in Q4 2016 and held it in 7 quarters. The position peaked at $23K in Q2 2018. 51 funds tracked by Wall St. Rank hold FPL as of Q3 2018.

  • Envestnet Asset Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 2,249 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2018, an estimated $23K.
  • Envestnet Asset Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2016 and held it in 7 quarters.
  • Envestnet Asset Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $23K in Q2 2018.
  • 51 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.