NWM
FEI

Northwest Wealth Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Northwest Wealth Management’s Portfolio FEI Stock Details FEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,200
Closed -$28K – 544
2018
Q3 		$28K Buy
+2,200
New +$28.4K 0.02% 272

Other funds holding FEI

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
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwest Wealth Management's FEI Position: Q4 2018 in Review

Northwest Wealth Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2018, closing a stake of 2,200 shares — an estimated $28K sold.

Northwest Wealth Management first reported a position in FEI in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 73 funds tracked by Wall St. Rank hold FEI as of Q4 2018.

  • Northwest Wealth Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 2,200 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2018, an estimated $28K.
  • Northwest Wealth Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2018 and held it in 1 quarter.
  • Northwest Wealth Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $28K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2018.

Based on Northwest Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.