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Financial Advocates Investment Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Financial Advocates Investment Management’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-52,356
Closed -$1.14M – 510
2018
Q2 		$1.14M Sell
52,356
-1,485
-3% -$31.7K 0.14% 156
2018
Q1 		$1.07M Sell
53,841
-42,563
-44% -$936K 0.14% 151
2017
Q4 		$2.23M Buy
+96,404
New +$2.18M 0.3% 80

Other funds holding ENFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's ENFR Position: Q3 2018 in Review

Financial Advocates Investment Management sold out of Alerian Energy Infrastructure ETF (ENFR) in Q3 2018, closing a stake of 52,356 shares — an estimated $1.14M sold.

Financial Advocates Investment Management first reported a position in ENFR in Q4 2017 and held it in 3 quarters. The position peaked at $2.23M in Q4 2017. 26 funds tracked by Wall St. Rank hold ENFR as of Q3 2018.

  • Financial Advocates Investment Management reported no remaining Alerian Energy Infrastructure ETF position as of Q3 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 52,356 Alerian Energy Infrastructure ETF shares in Q3 2018, an estimated $1.14M.
  • Financial Advocates Investment Management first reported a position in Alerian Energy Infrastructure ETF in Q4 2017 and held it in 3 quarters.
  • Financial Advocates Investment Management's Alerian Energy Infrastructure ETF position peaked at $2.23M in Q4 2017.
  • 26 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2018.

Based on Financial Advocates Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.