RPG
FEI

Risk Paradigm Group’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Risk Paradigm Group’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
2015
Q4 		– Sell
-100
Closed -$1.59K – 392
2015
Q3 		$1.59K Buy
+100
New +$1.72K ﹤0.01% 367

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
VWM
Vector Wealth Management Minneapolis, Minnesota $142M AUM 10.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Risk Paradigm Group's FEI Position: Q4 2015 in Review

Risk Paradigm Group sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2015, closing a stake of 100 shares — an estimated $1.59K sold.

Risk Paradigm Group first reported a position in FEI in Q3 2015 and held it in 1 quarter. The position peaked at $1.59K in Q3 2015. 49 funds tracked by Wall St. Rank hold FEI as of Q4 2015.

  • Risk Paradigm Group reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2015 after selling out during the quarter.
  • Risk Paradigm Group sold 100 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2015, an estimated $1.59K.
  • Risk Paradigm Group first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2015 and held it in 1 quarter.
  • Risk Paradigm Group's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $1.59K in Q3 2015.
  • 49 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2015.

Based on Risk Paradigm Group's 13F filing for Q4 2015, filed 10 Feb 2016.