WC
FPL

Whitney & Co’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

Whitney & Co’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
Q4 		– Sell
-1,000
Closed -$9K – 492
2018
Q3 		$9K Buy
+1,000
New +$10.3K ﹤0.01% 336

Other funds holding FPL

Morgan Stanley
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
Cohen & Steers
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Whitney & Co's FPL Position: Q4 2018 in Review

Whitney & Co sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q4 2018, closing a stake of 1,000 shares — an estimated $9K sold.

Whitney & Co first reported a position in FPL in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 56 funds tracked by Wall St. Rank hold FPL as of Q4 2018.

  • Whitney & Co reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 1,000 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q4 2018, an estimated $9K.
  • Whitney & Co first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $9K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.