PMFA
FEI

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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.