SKK
FFA

Shepherd Kaplan Krochuk’s First Trust Enhanced Equity Income Fund FFA Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio FFA Stock Details FFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-24,000
Closed -$347K – 249
2017
Q1 		$347K Buy
24,000
+2,800
+13% +$39.4K 0.18% 111
2016
Q4 		$286K Sell
21,200
-13,570
-39% -$182K 0.08% 135
2016
Q3 		$465K Buy
34,770
+11,320
+48% +$152K 0.1% 147
2016
Q2 		$308K Hold
23,450
– – 0.08% 180
2016
Q1 		$299K Hold
23,450
– – 0.09% 168
2015
Q4 		$310K Buy
23,450
+280
+1% +$3.74K 0.08% 193
2015
Q3 		$288K Hold
23,170
– – 0.08% 187
2015
Q2 		$333K Hold
23,170
– – 0.06% 222
2015
Q1 		$334K Hold
23,170
– – 0.06% 220
2014
Q4 		$332K Hold
23,170
– – 0.05% 264
2014
Q3 		$331K Hold
23,170
– – 0.04% 284
2014
Q2 		$335K Buy
23,170
+6,440
+38% +$90.3K 0.04% 299
2014
Q1 		$223K Hold
16,730
– – 0.03% 427
2013
Q4 		$223K Buy
16,730
+6,520
+64% +$84.6K 0.03% 409
2013
Q3 		$126K Hold
10,210
– – 0.02% 493
2013
Q2 		$129K Buy
+10,210
New +$132K 0.03% 496

Other funds holding FFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shepherd Kaplan Krochuk's FFA Position: Q2 2017 in Review

Shepherd Kaplan Krochuk sold out of First Trust Enhanced Equity Income Fund (FFA) in Q2 2017, closing a stake of 24,000 shares — an estimated $347K sold.

Shepherd Kaplan Krochuk first reported a position in FFA in Q2 2013 and held it in 16 quarters. The position peaked at $465K in Q3 2016. 51 funds tracked by Wall St. Rank hold FFA as of Q2 2017.

  • Shepherd Kaplan Krochuk reported no remaining First Trust Enhanced Equity Income Fund position as of Q2 2017 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 24,000 First Trust Enhanced Equity Income Fund shares in Q2 2017, an estimated $347K.
  • Shepherd Kaplan Krochuk first reported a position in First Trust Enhanced Equity Income Fund in Q2 2013 and held it in 16 quarters.
  • Shepherd Kaplan Krochuk's First Trust Enhanced Equity Income Fund position peaked at $465K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held First Trust Enhanced Equity Income Fund as of Q2 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2017, filed 10 Aug 2017.