LCP
FEI

Legacy Capital Partners’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Legacy Capital Partners’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
2020
Q3 		– Sell
-10,000
Closed -$56K – 152
2020
Q2 		$56K Buy
+10,000
New +$57.5K 0.02% 142

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Legacy Capital Partners's FEI Position: Q3 2020 in Review

Legacy Capital Partners sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q3 2020, closing a stake of 10,000 shares — an estimated $56K sold.

Legacy Capital Partners first reported a position in FEI in Q2 2020 and held it in 1 quarter. The position peaked at $56K in Q2 2020. 67 funds tracked by Wall St. Rank hold FEI as of Q3 2020.

  • Legacy Capital Partners reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q3 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 10,000 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q3 2020, an estimated $56K.
  • Legacy Capital Partners first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2020 and held it in 1 quarter.
  • Legacy Capital Partners's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $56K in Q2 2020.
  • 67 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q3 2020.

Based on Legacy Capital Partners's 13F filing for Q3 2020, filed 13 Oct 2020.