RCAG
FEN

Rehmann Capital Advisory Group’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Rehmann Capital Advisory Group’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-965
Closed -$21.4K – 2174
2018
Q3 		$21.4K Buy
+965
New +$21.9K ﹤0.01% 1090

Other funds holding FEN

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Rehmann Capital Advisory Group's FEN Position: Q4 2018 in Review

Rehmann Capital Advisory Group sold out of First Trust Energy Income and Growth Fund (FEN) in Q4 2018, closing a stake of 965 shares — an estimated $21.4K sold.

Rehmann Capital Advisory Group first reported a position in FEN in Q3 2018 and held it in 1 quarter. The position peaked at $21.4K in Q3 2018. 62 funds tracked by Wall St. Rank hold FEN as of Q4 2018.

  • Rehmann Capital Advisory Group reported no remaining First Trust Energy Income and Growth Fund position as of Q4 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 965 First Trust Energy Income and Growth Fund shares in Q4 2018, an estimated $21.4K.
  • Rehmann Capital Advisory Group first reported a position in First Trust Energy Income and Growth Fund in Q3 2018 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's First Trust Energy Income and Growth Fund position peaked at $21.4K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held First Trust Energy Income and Growth Fund as of Q4 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2018, filed 12 Feb 2019.