JP Morgan Private Wealth Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-269,635	Closed	-$3.21M	–	1494
2019 Q2	$3.21M	Sell	269,635 -3,443	-1%	-$40.4K	0.02%	490
2019 Q1	$3.14M	Buy	273,078 +174,825	+178%	+$1.97M	0.02%	517
2018 Q4	$963K	Sell	98,253 -366,253	-79%	-$4.06M	0.01%	758
2018 Q3	$5.82M	Buy	464,506 +62,670	+16%	+$810K	0.03%	395
2018 Q2	$5.24M	Buy	+401,836	New	+$5.13M	0.03%	390

Other funds holding FEI

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FEI Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q3 2019, closing a stake of 269,635 shares — an estimated $3.21M sold.

JP Morgan Private Wealth Advisors first reported a position in FEI in Q2 2018 and held it in 5 quarters. The position peaked at $5.82M in Q3 2018. 72 funds tracked by Wall St. Rank hold FEI as of Q3 2019.

JP Morgan Private Wealth Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q3 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 269,635 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q3 2019, an estimated $3.21M.
JP Morgan Private Wealth Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $5.82M in Q3 2018.
72 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.