Koshinski Asset Management
FEN

Koshinski Asset Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Koshinski Asset Management’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
Q3 		– Sell
-10,054
Closed -$231K – 551
2018
Q2 		$231K Buy
+10,054
New +$228K 0.07% 336

Other funds holding FEN

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Koshinski Asset Management's FEN Position: Q3 2018 in Review

Koshinski Asset Management sold out of First Trust Energy Income and Growth Fund (FEN) in Q3 2018, closing a stake of 10,054 shares — an estimated $231K sold.

Koshinski Asset Management first reported a position in FEN in Q2 2018 and held it in 1 quarter. The position peaked at $231K in Q2 2018. 70 funds tracked by Wall St. Rank hold FEN as of Q3 2018.

  • Koshinski Asset Management reported no remaining First Trust Energy Income and Growth Fund position as of Q3 2018 after selling out during the quarter.
  • Koshinski Asset Management sold 10,054 First Trust Energy Income and Growth Fund shares in Q3 2018, an estimated $231K.
  • Koshinski Asset Management first reported a position in First Trust Energy Income and Growth Fund in Q2 2018 and held it in 1 quarter.
  • Koshinski Asset Management's First Trust Energy Income and Growth Fund position peaked at $231K in Q2 2018.
  • 70 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q3 2018.

Based on Koshinski Asset Management's 13F filing for Q3 2018, filed 15 Nov 2018.