SS
FEI

Simplicity Solutions’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Simplicity Solutions’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
2020
Q4 		– Sell
-18,052
Closed -$84K – 994
2020
Q3 		$84K Buy
+18,052
New +$94K ﹤0.01% 846

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Simplicity Solutions's FEI Position: Q4 2020 in Review

Simplicity Solutions sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2020, closing a stake of 18,052 shares — an estimated $84K sold.

Simplicity Solutions first reported a position in FEI in Q3 2020 and held it in 1 quarter. The position peaked at $84K in Q3 2020. 76 funds tracked by Wall St. Rank hold FEI as of Q4 2020.

  • Simplicity Solutions reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 18,052 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2020, an estimated $84K.
  • Simplicity Solutions first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2020 and held it in 1 quarter.
  • Simplicity Solutions's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $84K in Q3 2020.
  • 76 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.