Patriot Financial Group Insurance Agency’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-500	Closed	-$6K	–	936
2018 Q1	$6K	Hold	500	–	–	﹤0.01%	708
2017 Q4	$8K	Hold	500	–	–	0.01%	637
2017 Q3	$8K	Hold	500	–	–	0.01%	616
2017 Q2	$8K	Buy	+500	New	+$7.93K	0.01%	592

Other funds holding FEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FEI Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q2 2018, closing a stake of 500 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in FEI in Q2 2017 and held it in 4 quarters. The position peaked at $8K in Q4 2017. 64 funds tracked by Wall St. Rank hold FEI as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 500 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q2 2018, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2017 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $8K in Q4 2017.
64 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.