Laird Norton Wetherby Wealth Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Laird Norton Wetherby Wealth Management’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
2022 Q4	–	Sell	-11,574	Closed	-$83K	–	966
2022 Q3	$83K	Sell	11,574 -11,574	-50%	-$92.2K	0.01%	855
2022 Q2	$178K	Buy	23,148 +11,574	+100%	+$94.2K	0.01%	828
2022 Q1	$96K	Buy	+11,574	New	+$90.7K	0.01%	903

Other funds holding FEI

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AAM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BIM

Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FEI Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2022, closing a stake of 11,574 shares — an estimated $83K sold.

Laird Norton Wetherby Wealth Management first reported a position in FEI in Q1 2022 and held it in 3 quarters. The position peaked at $178K in Q2 2022. 83 funds tracked by Wall St. Rank hold FEI as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,574 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2022, an estimated $83K.
Laird Norton Wetherby Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2022 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $178K in Q2 2022.
83 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.