Wealthcare Advisory Partners’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Wealthcare Advisory 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
2019 Q3	–	Sell	-1,000	Closed	-$12K	–	1432
2019 Q2	$12K	Hold	1,000	–	–	﹤0.01%	870
2019 Q1	$12K	Buy	+1,000	New	+$11.2K	﹤0.01%	783

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

CRC

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

Wealthcare Advisory Partners's FEI Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q3 2019, closing a stake of 1,000 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in FEI in Q1 2019 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 72 funds tracked by Wall St. Rank hold FEI as of Q3 2019.

Wealthcare Advisory Partners reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q3 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,000 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q3 2019, an estimated $12K.
Wealthcare Advisory Partners first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q1 2019 and held it in 2 quarters.
Wealthcare Advisory Partners's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $12K in Q2 2019.
72 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.