WIM
FEI

Westside Investment Management’s FIRST TRUST MLP AND ENERGY INCOME FUND FEI Stock Holding History

Westside Investment Management’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
2017
Q4 		– Sell
-1,400
Closed -$21.3K – 874
2017
Q3 		$21.3K Hold
1,400
– – 0.01% 378
2017
Q2 		$21.4K Buy
+1,400
New +$22.2K 0.01% 371

Other funds holding FEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Westside Investment Management's FEI Position: Q4 2017 in Review

Westside Investment Management sold out of FIRST TRUST MLP AND ENERGY INCOME FUND (FEI) in Q4 2017, closing a stake of 1,400 shares — an estimated $21.3K sold.

Westside Investment Management first reported a position in FEI in Q2 2017 and held it in 2 quarters. The position peaked at $21.4K in Q2 2017. 58 funds tracked by Wall St. Rank hold FEI as of Q4 2017.

  • Westside Investment Management reported no remaining FIRST TRUST MLP AND ENERGY INCOME FUND position as of Q4 2017 after selling out during the quarter.
  • Westside Investment Management sold 1,400 FIRST TRUST MLP AND ENERGY INCOME FUND shares in Q4 2017, an estimated $21.3K.
  • Westside Investment Management first reported a position in FIRST TRUST MLP AND ENERGY INCOME FUND in Q2 2017 and held it in 2 quarters.
  • Westside Investment Management's FIRST TRUST MLP AND ENERGY INCOME FUND position peaked at $21.4K in Q2 2017.
  • 58 funds tracked by Wall St. Rank held FIRST TRUST MLP AND ENERGY INCOME FUND as of Q4 2017.

Based on Westside Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.