Western Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Western Wealth Management’s Portfolio ENFR Stock Details ENFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-9,698	Closed	-$200K	–	405
2019 Q3	$200K	Buy	9,698 +49	+0.5%	+$1.02K	0.04%	375
2019 Q2	$209K	Buy	9,649 +103	+1%	+$2.22K	0.03%	379
2019 Q1	$211K	Sell	9,546 -1,065	-10%	-$22.4K	0.05%	358
2018 Q4	$189K	Buy	+10,611	New	+$217K	0.05%	334

Other funds holding ENFR

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

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

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Western Wealth Management's ENFR Position: Q4 2019 in Review

Western Wealth Management sold out of Alerian Energy Infrastructure ETF (ENFR) in Q4 2019, closing a stake of 9,698 shares — an estimated $200K sold.

Western Wealth Management first reported a position in ENFR in Q4 2018 and held it in 4 quarters. The position peaked at $211K in Q1 2019. 27 funds tracked by Wall St. Rank hold ENFR as of Q4 2019.

Western Wealth Management reported no remaining Alerian Energy Infrastructure ETF position as of Q4 2019 after selling out during the quarter.
Western Wealth Management sold 9,698 Alerian Energy Infrastructure ETF shares in Q4 2019, an estimated $200K.
Western Wealth Management first reported a position in Alerian Energy Infrastructure ETF in Q4 2018 and held it in 4 quarters.
Western Wealth Management's Alerian Energy Infrastructure ETF position peaked at $211K in Q1 2019.
27 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2019.

Based on Western Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.