Plante Moran Financial Advisors’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Plante Moran Financial Advisors’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
2022 Q3	–	Sell	-2,500	Closed	-$19K	–	1105
2022 Q2	$19K	Buy	+2,500	New	+$20.3K	﹤0.01%	482
2017 Q2	–	Sell	-308	Closed	-$5K	–	915
2017 Q1	$5K	Buy	+308	New	+$5.09K	﹤0.01%	713

Other funds holding FEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Plante Moran Financial Advisors's FEI Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q3 2022, closing a stake of 2,500 shares — an estimated $19K sold.

Plante Moran Financial Advisors first reported a position in FEI in Q1 2017 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 75 funds tracked by Wall St. Rank hold FEI as of Q3 2022.

Plante Moran Financial Advisors reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q3 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,500 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q3 2022, an estimated $19K.
Plante Moran Financial Advisors first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2017 and held it in 2 quarters.
Plante Moran Financial Advisors's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $19K in Q2 2022.
75 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.