Tiedemann Advisors’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Tiedemann Advisors’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 Q3	–	Sell	-10,444	Closed	-$108K	–	321
2018 Q2	$108K	Hold	10,444	–	–	0.01%	290
2018 Q1	$102K	Hold	10,444	–	–	0.01%	260
2017 Q4	$125K	Buy	+10,444	New	+$125K	0.01%	218
2016 Q2	–	Sell	-10,583	Closed	-$127K	–	62
2016 Q1	$127K	Buy	+10,583	New	+$110K	0.1%	60

Other funds holding FPL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Tiedemann Advisors's FPL Position: Q3 2018 in Review

Tiedemann Advisors sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2018, closing a stake of 10,444 shares — an estimated $108K sold.

Tiedemann Advisors first reported a position in FPL in Q1 2016 and held it in 4 quarters. The position peaked at $127K in Q1 2016. 51 funds tracked by Wall St. Rank hold FPL as of Q3 2018.

Tiedemann Advisors reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2018 after selling out during the quarter.
Tiedemann Advisors sold 10,444 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2018, an estimated $108K.
Tiedemann Advisors first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q1 2016 and held it in 4 quarters.
Tiedemann Advisors's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $127K in Q1 2016.
51 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2018.

Based on Tiedemann Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.