Liberty Capital Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,750
| Closed | -$76K | – | 247 |
|
|
2017
Q4 | $76K | Hold |
4,750
| – | – | 0.04% | 158 |
|
|
2017
Q3 | $70K | Sell |
4,750
-2,300
| -33% | -$33.9K | 0.04% | 167 |
|
|
2017
Q2 | $108K | Hold |
7,050
| – | – | 0.07% | 133 |
|
|
2017
Q1 | $115K | Hold |
7,050
| – | – | 0.07% | 126 |
|
|
2016
Q4 | $117K | Sell |
7,050
-500
| -7% | -$8.3K | 0.08% | 121 |
|
|
2016
Q3 | $121K | Buy |
+7,550
| New | +$121K | 0.08% | 120 |
|