HCIA
FEN

Hochman Cole Investment Advisors’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Hochman Cole Investment Advisors’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19,758
Closed -$214K – 117
2020
Q2 		$214K Hold
19,758
– – 0.12% 99
2020
Q1 		$172K Sell
19,758
-4,413
-18% -$80.3K 0.12% 101
2019
Q4 		$547K Hold
24,171
– – 0.3% 63
2019
Q3 		$548K Sell
24,171
-1,135
-4% -$24.7K 0.34% 59
2019
Q2 		$565K Hold
25,306
– – 0.34% 60
2019
Q1 		$550K Hold
25,306
– – 0.33% 61
2018
Q4 		$474K Sell
25,306
-7,058
-22% -$142K 0.33% 61
2018
Q3 		$719K Hold
32,364
– – 0.45% 47
2018
Q2 		$743K Sell
32,364
-10,045
-24% -$228K 0.49% 48
2018
Q1 		$922K Sell
42,409
-9,626
-18% -$237K 0.64% 39
2017
Q4 		$1.38M Sell
52,035
-8,863
-15% -$207K 0.87% 34
2017
Q3 		$1.5M Sell
60,898
-1,382
-2% -$34.2K 0.98% 30
2017
Q2 		$1.58M Sell
62,280
-2,938
-5% -$77.1K 1.1% 25
2017
Q1 		$1.76M Sell
65,218
-1,237
-2% -$33.5K 1.28% 25
2016
Q4 		$1.76M Buy
66,455
+7,458
+13% +$191K 1.28% 24
2016
Q3 		$1.6M Buy
58,997
+3,869
+7% +$99.2K 1.19% 26
2016
Q2 		$1.41M Sell
55,128
-1,294
-2% -$31.1K 1.15% 24
2016
Q1 		$1.32M Buy
56,422
+4,128
+8% +$87.9K 1.12% 26
2015
Q4 		$1.2M Buy
+52,294
New +$1.27M 1.02% 27

Other funds holding FEN

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Hochman Cole Investment Advisors's FEN Position: Q3 2020 in Review

Hochman Cole Investment Advisors sold out of First Trust Energy Income and Growth Fund (FEN) in Q3 2020, closing a stake of 19,758 shares — an estimated $214K sold.

Hochman Cole Investment Advisors first reported a position in FEN in Q4 2015 and held it in 19 quarters. The position peaked at $1.76M in Q4 2016. 67 funds tracked by Wall St. Rank hold FEN as of Q3 2020.

  • Hochman Cole Investment Advisors reported no remaining First Trust Energy Income and Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 19,758 First Trust Energy Income and Growth Fund shares in Q3 2020, an estimated $214K.
  • Hochman Cole Investment Advisors first reported a position in First Trust Energy Income and Growth Fund in Q4 2015 and held it in 19 quarters.
  • Hochman Cole Investment Advisors's First Trust Energy Income and Growth Fund position peaked at $1.76M in Q4 2016.
  • 67 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q3 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.