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Mango Five Family’s USCF Midstream Energy Income Fund UMI Stock Holding History

Mango Five Family’s Portfolio UMI Stock Details UMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.37M Hold
33,850
– – 0.45% 20
2023
Q4 		$1.24M Buy
+33,850
New +$1.21M 0.47% 22

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mango Five Family's UMI Position: Q1 2024 in Review

Mango Five Family held its USCF Midstream Energy Income Fund (UMI) position steady in Q1 2024 at 33,850 shares worth $1.37M. The position accounts for 0.45% of the portfolio, ranked #20.

Mango Five Family first reported a position in UMI in Q4 2023 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold UMI as of Q1 2024.

  • Mango Five Family held 33,850 shares of USCF Midstream Energy Income Fund worth $1.37M as of Q1 2024.
  • Mango Five Family left its USCF Midstream Energy Income Fund share count unchanged in Q1 2024.
  • USCF Midstream Energy Income Fund made up 0.45% of Mango Five Family's portfolio in Q1 2024, its #20 holding.
  • Mango Five Family first reported a position in USCF Midstream Energy Income Fund in Q4 2023 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2024.

Based on Mango Five Family's 13F filing for Q1 2024, filed 16 May 2024.