IFP Advisors’s ClearBridge American Energy MLP CBA Stock Holding History

IFP Advisors’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
2018 Q4	–	Sell	-2,435	Closed	-$19K	–	4149
2018 Q3	$19K	Sell	2,435 -1,774	-42%	-$14.2K	﹤0.01%	2497
2018 Q2	$32K	Sell	4,209 -9,287	-69%	-$69.6K	﹤0.01%	2190
2018 Q1	$112K	Hold	13,496	–	–	0.01%	1322
2017 Q4	$112K	Sell	13,496 -6,050	-31%	-$48.4K	0.01%	1331
2017 Q3	$168K	Hold	19,546	–	–	0.01%	1245
2017 Q2	$176K	Hold	19,546	–	–	0.01%	1206
2017 Q1	$194K	Hold	19,546	–	–	0.01%	1130
2016 Q4	$179K	Sell	19,546 -309	-2%	-$2.71K	0.01%	1112
2016 Q3	$178K	Buy	19,855 +559	+3%	+$4.87K	0.01%	1057
2016 Q2	$167K	Buy	+19,296	New	+$154K	0.01%	1073
2016 Q1	–	Sell	-8,422	Closed	-$69K	–	4591
2015 Q4	$69K	Buy	+8,422	New	+$83.5K	﹤0.01%	1412

Other funds holding CBA

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

IFP Advisors's CBA Position: Q4 2018 in Review

IFP Advisors sold out of ClearBridge American Energy MLP (CBA) in Q4 2018, closing a stake of 2,435 shares — an estimated $19K sold.

IFP Advisors first reported a position in CBA in Q4 2015 and held it in 11 quarters. The position peaked at $194K in Q1 2017. 1 fund tracked by Wall St. Rank holds CBA as of Q4 2018.

IFP Advisors reported no remaining ClearBridge American Energy MLP position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 2,435 ClearBridge American Energy MLP shares in Q4 2018, an estimated $19K.
IFP Advisors first reported a position in ClearBridge American Energy MLP in Q4 2015 and held it in 11 quarters.
IFP Advisors's ClearBridge American Energy MLP position peaked at $194K in Q1 2017.
1 fund tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.