IE
FEN

Israel Englander’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Israel Englander’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
2018
Q4 		– Sell
-20,137
Closed -$447K – 4284
2018
Q3 		$447K Buy
+20,137
New +$458K ﹤0.01% 3298

Other funds holding FEN

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Israel Englander's FEN Position: Q4 2018 in Review

Israel Englander sold out of First Trust Energy Income and Growth Fund (FEN) in Q4 2018, closing a stake of 20,137 shares — an estimated $447K sold.

Israel Englander first reported a position in FEN in Q3 2018 and held it in 1 quarter. The position peaked at $447K in Q3 2018. 62 funds tracked by Wall St. Rank hold FEN as of Q4 2018.

  • Israel Englander reported no remaining First Trust Energy Income and Growth Fund position as of Q4 2018 after selling out during the quarter.
  • Israel Englander sold 20,137 First Trust Energy Income and Growth Fund shares in Q4 2018, an estimated $447K.
  • Israel Englander first reported a position in First Trust Energy Income and Growth Fund in Q3 2018 and held it in 1 quarter.
  • Israel Englander's First Trust Energy Income and Growth Fund position peaked at $447K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q4 2018.

Based on Millennium Management's 13F filing for Q4 2018, filed 14 Feb 2019.