SI
FPL

Stephens Inc’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Stephens Inc’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
2018
Q4 		– Sell
-61,735
Closed -$593K – 1200
2018
Q3 		$593K Buy
+61,735
New +$636K 0.01% 729

Other funds holding FPL

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stephens Inc's FPL Position: Q4 2018 in Review

Stephens Inc sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2018, closing a stake of 61,735 shares — an estimated $593K sold.

Stephens Inc first reported a position in FPL in Q3 2018 and held it in 1 quarter. The position peaked at $593K in Q3 2018. 56 funds tracked by Wall St. Rank hold FPL as of Q4 2018.

  • Stephens Inc reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2018 after selling out during the quarter.
  • Stephens Inc sold 61,735 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2018, an estimated $593K.
  • Stephens Inc first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2018 and held it in 1 quarter.
  • Stephens Inc's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $593K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2018.

Based on Stephens Inc's 13F filing for Q4 2018, filed 11 Feb 2019.