MWM
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Mission Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Mission Wealth Management’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,590
Closed -$210K – 316
2018
Q4 		$210K Sell
11,590
-4,225
-27% -$86.4K 0.03% 255
2018
Q3 		$349K Buy
15,815
+1,405
+10% +$31.8K 0.05% 193
2018
Q2 		$319K Buy
+14,410
New +$307K 0.05% 183

Other funds holding ENFR

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Mission Wealth Management's ENFR Position: Q1 2019 in Review

Mission Wealth Management sold out of Alerian Energy Infrastructure ETF (ENFR) in Q1 2019, closing a stake of 11,590 shares — an estimated $210K sold.

Mission Wealth Management first reported a position in ENFR in Q2 2018 and held it in 3 quarters. The position peaked at $349K in Q3 2018. 30 funds tracked by Wall St. Rank hold ENFR as of Q1 2019.

  • Mission Wealth Management reported no remaining Alerian Energy Infrastructure ETF position as of Q1 2019 after selling out during the quarter.
  • Mission Wealth Management sold 11,590 Alerian Energy Infrastructure ETF shares in Q1 2019, an estimated $210K.
  • Mission Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q2 2018 and held it in 3 quarters.
  • Mission Wealth Management's Alerian Energy Infrastructure ETF position peaked at $349K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2019.

Based on Mission Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.