SFS
FEI

Sowell Financial Services’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Sowell Financial Services’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
2019
Q4 		– Sell
-752
Closed -$9K – 2690
2019
Q3 		$9K Buy
+752
New +$8.68K ﹤0.01% 1583

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sowell Financial Services's FEI Position: Q4 2019 in Review

Sowell Financial Services sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2019, closing a stake of 752 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in FEI in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 71 funds tracked by Wall St. Rank hold FEI as of Q4 2019.

  • Sowell Financial Services reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 752 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2019, an estimated $9K.
  • Sowell Financial Services first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $9K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.