EWM
FEI
Evercore Wealth Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,306
| Closed | -$121K | – | 411 |
|
|
2018
Q4 | $121K | Hold |
12,306
| – | – | ﹤0.01% | 367 |
|
|
2018
Q3 | $154K | Hold |
12,306
| – | – | ﹤0.01% | 414 |
|
|
2018
Q2 | $160K | Hold |
12,306
| – | – | 0.01% | 396 |
|
|
2018
Q1 | $151K | Hold |
12,306
| – | – | 0.01% | 344 |
|
|
2017
Q4 | $193K | Hold |
12,306
| – | – | 0.01% | 368 |
|
|
2017
Q3 | $188K | Sell |
12,306
-2,040
| -14% | -$31.2K | 0.01% | 372 |
|
|
2017
Q2 | $221K | Hold |
14,346
| – | – | 0.01% | 346 |
|
|
2017
Q1 | $235K | Buy |
14,346
+6,481
| +82% | +$106K | 0.01% | 340 |
|
|
2016
Q4 | $127K | Buy |
+7,865
| New | +$127K | 0.01% | 450 |
|