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Private Capital Management (Colorado)’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Private Capital Management (Colorado)’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
2024
Q4 		– Sell
-100
Closed -$2.83K – 235
2024
Q3 		$2.83K Buy
+100
New +$2.74K ﹤0.01% 282

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Mariner
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Private Capital Management (Colorado)'s ENFR Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of Alerian Energy Infrastructure ETF (ENFR) in Q4 2024, closing a stake of 100 shares — an estimated $2.83K sold.

Private Capital Management (Colorado) first reported a position in ENFR in Q3 2024 and held it in 1 quarter. The position peaked at $2.83K in Q3 2024. 90 funds tracked by Wall St. Rank hold ENFR as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining Alerian Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 100 Alerian Energy Infrastructure ETF shares in Q4 2024, an estimated $2.83K.
  • Private Capital Management (Colorado) first reported a position in Alerian Energy Infrastructure ETF in Q3 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s Alerian Energy Infrastructure ETF position peaked at $2.83K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.