SIC
FPL

Samalin Investment Counsel’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Samalin Investment Counsel’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
2021
Q1 		– Sell
-10,700
Closed -$46K – 246
2020
Q4 		$46K Hold
10,700
– – 0.03% 221
2020
Q3 		$39K Buy
+10,700
New +$42.6K 0.03% 198
2020
Q1 		– Sell
-5,700
Closed -$53K – 535
2019
Q4 		$53K Buy
+5,700
New +$49.7K 0.04% 280

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Samalin Investment Counsel's FPL Position: Q1 2021 in Review

Samalin Investment Counsel sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q1 2021, closing a stake of 10,700 shares — an estimated $46K sold.

Samalin Investment Counsel first reported a position in FPL in Q4 2019 and held it in 3 quarters. The position peaked at $53K in Q4 2019. 46 funds tracked by Wall St. Rank hold FPL as of Q1 2021.

  • Samalin Investment Counsel reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q1 2021 after selling out during the quarter.
  • Samalin Investment Counsel sold 10,700 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q1 2021, an estimated $46K.
  • Samalin Investment Counsel first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2019 and held it in 3 quarters.
  • Samalin Investment Counsel's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $53K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q1 2021.

Based on Samalin Investment Counsel's 13F filing for Q1 2021, filed 11 May 2021.