MPWT
FFA

MassMutual Private Wealth & Trust’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio FFA Stock Details FFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,911
Closed -$104K – 933
2017
Q3 		$104K Hold
6,911
– – 0.01% 419
2017
Q2 		$101K Hold
6,911
– – 0.01% 388
2017
Q1 		$99.8K Hold
6,911
– – 0.01% 393
2016
Q4 		$93.4K Buy
+6,911
New +$92.7K 0.01% 321
2016
Q2 		$87.5K Hold
6,670
– – 0.01% 372
2016
Q1 		$85K Sell
6,670
-5,692
-46% -$69.9K 0.01% 341
2015
Q4 		$163K Buy
12,362
+12,319
+28,649% +$165K 0.02% 291
2015
Q3 		$615 Buy
+43
New +$588 ﹤0.01% 781
2014
Q4 		– Sell
-43
Closed -$614 – 654
2014
Q3 		$614 Buy
+43
New +$624 ﹤0.01% 748

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's FFA Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of First Trust Enhanced Equity Income Fund (FFA) in Q4 2017, closing a stake of 6,911 shares — an estimated $104K sold.

MassMutual Private Wealth & Trust first reported a position in FFA in Q3 2014 and held it in 9 quarters. The position peaked at $163K in Q4 2015. 48 funds tracked by Wall St. Rank hold FFA as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Enhanced Equity Income Fund position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 6,911 First Trust Enhanced Equity Income Fund shares in Q4 2017, an estimated $104K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Enhanced Equity Income Fund in Q3 2014 and held it in 9 quarters.
  • MassMutual Private Wealth & Trust's First Trust Enhanced Equity Income Fund position peaked at $163K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.