MWA
CEN

Meridian Wealth Advisors’s Center Coast Brookfield MLP & Energy Infrastructure Fund CEN Stock Holding History

Meridian Wealth Advisors’s Portfolio CEN Stock Details CEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-635
Closed -$43K – 421
2018
Q4 		$43K Buy
+635
New +$52.6K 0.03% 270

Other funds holding CEN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meridian Wealth Advisors's CEN Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Center Coast Brookfield MLP & Energy Infrastructure Fund (CEN) in Q1 2019, closing a stake of 635 shares — an estimated $43K sold.

Meridian Wealth Advisors first reported a position in CEN in Q4 2018 and held it in 1 quarter. The position peaked at $43K in Q4 2018. 30 funds tracked by Wall St. Rank hold CEN as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Center Coast Brookfield MLP & Energy Infrastructure Fund position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 635 Center Coast Brookfield MLP & Energy Infrastructure Fund shares in Q1 2019, an estimated $43K.
  • Meridian Wealth Advisors first reported a position in Center Coast Brookfield MLP & Energy Infrastructure Fund in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Center Coast Brookfield MLP & Energy Infrastructure Fund position peaked at $43K in Q4 2018.
  • 30 funds tracked by Wall St. Rank held Center Coast Brookfield MLP & Energy Infrastructure Fund as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.