Stratos Wealth Partners’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-4,045	Closed	-$51K	–	2625
2018 Q3	$51K	Buy	+4,045	New	+$52.3K	﹤0.01%	1454
2018 Q2	–	Sell	-845	Closed	-$10K	–	2710
2018 Q1	$10K	Buy	845 +200	+31%	+$2.9K	﹤0.01%	2336
2017 Q4	$10K	Buy	+645	New	+$9.43K	﹤0.01%	2177
2015 Q2	–	Sell	-11,500	Closed	-$234K	–	623
2015 Q1	$234K	Sell	11,500 -8,710	-43%	-$178K	0.03%	499
2014 Q4	$436K	Buy	20,210 +5,210	+35%	+$109K	0.08%	270
2014 Q3	$321K	Hold	15,000	–	–	0.08%	221
2014 Q2	$323K	Buy	+15,000	New	+$308K	0.11%	216

Other funds holding FEI

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

PFM

Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's FEI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2018, closing a stake of 4,045 shares — an estimated $51K sold.

Stratos Wealth Partners first reported a position in FEI in Q2 2014 and held it in 7 quarters. The position peaked at $436K in Q4 2014. 73 funds tracked by Wall St. Rank hold FEI as of Q4 2018.

Stratos Wealth Partners reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 4,045 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2018, an estimated $51K.
Stratos Wealth Partners first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2014 and held it in 7 quarters.
Stratos Wealth Partners's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $436K in Q4 2014.
73 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.