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

WealthPLAN 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
2016 Q3	–	Sell	-1,000	Closed	-$16	–	1083
2016 Q2	$16	Buy	+1,000	New	+$14.7K	﹤0.01%	2496
2015 Q4	$26	Buy	+2,000	New	+$29.4K	﹤0.01%	1706

Other funds holding FEI

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

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Vector Wealth Management Minneapolis, Minnesota $142M AUM 10.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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