IE
FEI

Israel Englander’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Israel Englander’s Portfolio FEI Stock Details FEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-20,700
Closed -$238K – 4576
2019
Q1 		$238K Buy
+20,700
New +$233K ﹤0.01% 3661
2018
Q4 		– Sell
-44,713
Closed -$560K – 4285
2018
Q3 		$560K Buy
44,713
+24,342
+119% +$315K ﹤0.01% 3185
2018
Q2 		$265K Sell
20,371
-45,699
-69% -$583K ﹤0.01% 3447
2018
Q1 		$809K Buy
+66,070
New +$956K ﹤0.01% 2808

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Israel Englander's FEI Position: Q2 2019 in Review

Israel Englander sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2019, closing a stake of 20,700 shares — an estimated $238K sold.

Israel Englander first reported a position in FEI in Q1 2018 and held it in 4 quarters. The position peaked at $809K in Q1 2018. 68 funds tracked by Wall St. Rank hold FEI as of Q2 2019.

  • Israel Englander reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2019 after selling out during the quarter.
  • Israel Englander sold 20,700 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2019, an estimated $238K.
  • Israel Englander first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2018 and held it in 4 quarters.
  • Israel Englander's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $809K in Q1 2018.
  • 68 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2019.

Based on Millennium Management's 13F filing for Q2 2019, filed 14 Aug 2019.