MCM
FPL

Marathon Capital Management’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Marathon Capital Management’s Portfolio FPL Stock Details FPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,777
Closed -$212K – 90
2016
Q4 		$212K Buy
+1,777
New +$22.8K 0.1% 69

Other funds holding FPL

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marathon Capital Management's FPL Position: Q1 2017 in Review

Marathon Capital Management sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2017, closing a stake of 1,777 shares — an estimated $212K sold.

Marathon Capital Management first reported a position in FPL in Q4 2016 and held it in 1 quarter. The position peaked at $212K in Q4 2016. 40 funds tracked by Wall St. Rank hold FPL as of Q1 2017.

  • Marathon Capital Management reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2017 after selling out during the quarter.
  • Marathon Capital Management sold 1,777 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2017, an estimated $212K.
  • Marathon Capital Management first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2016 and held it in 1 quarter.
  • Marathon Capital Management's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $212K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2017.

Based on Marathon Capital Management's 13F filing for Q1 2017, filed 4 May 2017.