SNBOSCI
FEI

Security National Bank of Sioux City Iowa’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Security National Bank of Sioux City Iowa’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
2018
Q1 		– Sell
-10,198
Closed -$160K – 85
2017
Q4 		$160K Buy
+10,198
New +$149K 0.14% 83

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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Security National Bank of Sioux City Iowa's FEI Position: Q1 2018 in Review

Security National Bank of Sioux City Iowa sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q1 2018, closing a stake of 10,198 shares — an estimated $160K sold.

Security National Bank of Sioux City Iowa first reported a position in FEI in Q4 2017 and held it in 1 quarter. The position peaked at $160K in Q4 2017. 62 funds tracked by Wall St. Rank hold FEI as of Q1 2018.

  • Security National Bank of Sioux City Iowa reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q1 2018 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 10,198 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q1 2018, an estimated $160K.
  • Security National Bank of Sioux City Iowa first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q4 2017 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $160K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q1 2018.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2018, filed 14 May 2018.