IFP Advisors’s Miller/Howard High Income Equity Fund HIE Stock Holding History

IFP Advisors’s Portfolio HIE Stock Details HIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$38K	Buy	3,343 +2,000	+149%	+$22.6K	0.01%	1084
2018 Q4	$13K	Sell	1,343 -1,730	-56%	-$19.5K	﹤0.01%	2384
2018 Q3	$38K	Buy	3,073 +800	+35%	+$10K	﹤0.01%	2052
2018 Q2	$27K	Hold	2,273	–	–	﹤0.01%	2302
2018 Q1	$28K	Hold	2,273	–	–	﹤0.01%	2189
2017 Q4	$28K	Sell	2,273 -4,070	-64%	-$53K	﹤0.01%	2217
2017 Q3	$90K	Hold	6,343	–	–	﹤0.01%	1620
2017 Q2	$85K	Sell	6,343 -183	-3%	-$2.47K	﹤0.01%	1630
2017 Q1	$87K	Sell	6,526 -1,000	-13%	-$13K	﹤0.01%	1576
2016 Q4	$93K	Sell	7,526 -500	-6%	-$5.99K	﹤0.01%	1503
2016 Q3	$100K	Hold	8,026	–	–	0.01%	1363
2016 Q2	$96K	Buy	8,026 +4,683	+140%	+$54.6K	0.01%	1366
2016 Q1	$38K	Sell	3,343 -4,000	-54%	-$41.5K	0.01%	1084
2015 Q4	$84K	Buy	+7,343	New	+$90.2K	0.01%	1279

Other funds holding HIE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors's HIE Position: Q1 2019 in Review

IFP Advisors increased its Miller/Howard High Income Equity Fund (HIE) stake by 149% in Q1 2019, buying an estimated $22.6K and bringing the position to 3,343 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #1084.

IFP Advisors first reported a position in HIE in Q4 2015 and has held it in 14 quarters since. The position peaked at $100K in Q3 2016. 35 funds tracked by Wall St. Rank hold HIE as of Q1 2019.

IFP Advisors held 3,343 shares of Miller/Howard High Income Equity Fund worth $38K as of Q1 2019.
IFP Advisors bought 2,000 Miller/Howard High Income Equity Fund shares in Q1 2019, an estimated $22.6K.
Miller/Howard High Income Equity Fund made up 0.01% of IFP Advisors's portfolio in Q1 2019, its #1084 holding.
IFP Advisors first reported a position in Miller/Howard High Income Equity Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Miller/Howard High Income Equity Fund position peaked at $100K in Q3 2016.
35 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.