GI
FPL

Gradient Investments’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Gradient Investments’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
2019
Q4 		– Sell
-394
Closed -$4K – 1268
2019
Q3 		$4K Buy
+394
New +$3.68K ﹤0.01% 850

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Gradient Investments's FPL Position: Q4 2019 in Review

Gradient Investments sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2019, closing a stake of 394 shares — an estimated $4K sold.

Gradient Investments first reported a position in FPL in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 50 funds tracked by Wall St. Rank hold FPL as of Q4 2019.

  • Gradient Investments reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2019 after selling out during the quarter.
  • Gradient Investments sold 394 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2019, an estimated $4K.
  • Gradient Investments first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2019 and held it in 1 quarter.
  • Gradient Investments's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $4K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.