KCPG
FIF

Kavar Capital Partners Group’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Kavar Capital Partners Group’s Portfolio FIF Stock Details FIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,000
Closed -$33K – 409
2018
Q2 		$33K Hold
2,000
– – 0.02% 220
2018
Q1 		$30K Buy
+2,000
New +$34.1K 0.02% 229

Other funds holding FIF

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

Kavar Capital Partners Group's FIF Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q3 2018, closing a stake of 2,000 shares — an estimated $33K sold.

Kavar Capital Partners Group first reported a position in FIF in Q1 2018 and held it in 2 quarters. The position peaked at $33K in Q2 2018. 41 funds tracked by Wall St. Rank hold FIF as of Q3 2018.

  • Kavar Capital Partners Group reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q3 2018 after selling out during the quarter.
  • Kavar Capital Partners Group sold 2,000 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q3 2018, an estimated $33K.
  • Kavar Capital Partners Group first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q1 2018 and held it in 2 quarters.
  • Kavar Capital Partners Group's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $33K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.