HHAM
FPL

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

HITE Hedge 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
2019
Q4 		– Sell
-204,100
Closed -$1.9M – 109
2019
Q3 		$1.9M Sell
204,100
-14,333
-7% -$134K 0.39% 38
2019
Q2 		$2.06M Hold
218,433
– – 0.33% 35
2019
Q1 		$2.02M Buy
+218,433
New +$1.91M 0.32% 35

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

HITE Hedge Asset Management's FPL Position: Q4 2019 in Review

HITE Hedge Asset Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2019, closing a stake of 204,100 shares — an estimated $1.9M sold.

HITE Hedge Asset Management first reported a position in FPL in Q1 2019 and held it in 3 quarters. The position peaked at $2.06M in Q2 2019. 50 funds tracked by Wall St. Rank hold FPL as of Q4 2019.

  • HITE Hedge Asset Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2019 after selling out during the quarter.
  • HITE Hedge Asset Management sold 204,100 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2019, an estimated $1.9M.
  • HITE Hedge Asset Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2019 and held it in 3 quarters.
  • HITE Hedge Asset Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $2.06M in Q2 2019.
  • 50 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2019.

Based on HITE Hedge Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.