FCI
CBA

Financial Counselors Inc’s ClearBridge American Energy MLP CBA Stock Holding History

Financial Counselors Inc’s Portfolio CBA Stock Details CBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,065
Closed -$93K – 510
2017
Q3 		$93K Buy
+10,065
New +$86.4K ﹤0.01% 485

Other funds holding CBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Financial Counselors Inc's CBA Position: Q4 2017 in Review

Financial Counselors Inc sold out of ClearBridge American Energy MLP (CBA) in Q4 2017, closing a stake of 10,065 shares — an estimated $93K sold.

Financial Counselors Inc first reported a position in CBA in Q3 2017 and held it in 1 quarter. The position peaked at $93K in Q3 2017. 48 funds tracked by Wall St. Rank hold CBA as of Q4 2017.

  • Financial Counselors Inc reported no remaining ClearBridge American Energy MLP position as of Q4 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 10,065 ClearBridge American Energy MLP shares in Q4 2017, an estimated $93K.
  • Financial Counselors Inc first reported a position in ClearBridge American Energy MLP in Q3 2017 and held it in 1 quarter.
  • Financial Counselors Inc's ClearBridge American Energy MLP position peaked at $93K in Q3 2017.
  • 48 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2017.

Based on Financial Counselors Inc's 13F filing for Q4 2017, filed 12 Feb 2018.