QCIG
FPL

Quad-Cities Investment Group’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Quad-Cities Investment Group’s Portfolio FPL Stock Details FPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,250
Closed -$17K – 890
2018
Q4 		$17K Buy
2,250
+57
+3% +$489 0.02% 519
2018
Q3 		$21K Buy
2,193
+59
+3% +$608 0.02% 514
2018
Q2 		$22K Buy
+2,134
New +$22.4K 0.02% 508

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Quad-Cities Investment Group's FPL Position: Q1 2019 in Review

Quad-Cities Investment Group sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2019, closing a stake of 2,250 shares — an estimated $17K sold.

Quad-Cities Investment Group first reported a position in FPL in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2018. 52 funds tracked by Wall St. Rank hold FPL as of Q1 2019.

  • Quad-Cities Investment Group reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 2,250 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2019, an estimated $17K.
  • Quad-Cities Investment Group first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q2 2018 and held it in 3 quarters.
  • Quad-Cities Investment Group's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $22K in Q2 2018.
  • 52 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2019.

Based on Quad-Cities Investment Group's 13F filing for Q1 2019, filed 9 Apr 2019.