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Whittier Trust’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Whittier Trust’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
2020
Q1 		– Sell
-12,240
Closed -$254K – 1500
2019
Q4 		$254K Sell
12,240
-2,175
-15% -$43.4K 0.01% 517
2019
Q3 		$299K Buy
+14,415
New +$301K 0.01% 481

Other funds holding ENFR

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Ameriprise
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Whittier Trust's ENFR Position: Q1 2020 in Review

Whittier Trust sold out of Alerian Energy Infrastructure ETF (ENFR) in Q1 2020, closing a stake of 12,240 shares — an estimated $254K sold.

Whittier Trust first reported a position in ENFR in Q3 2019 and held it in 2 quarters. The position peaked at $299K in Q3 2019. 26 funds tracked by Wall St. Rank hold ENFR as of Q1 2020.

  • Whittier Trust reported no remaining Alerian Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
  • Whittier Trust sold 12,240 Alerian Energy Infrastructure ETF shares in Q1 2020, an estimated $254K.
  • Whittier Trust first reported a position in Alerian Energy Infrastructure ETF in Q3 2019 and held it in 2 quarters.
  • Whittier Trust's Alerian Energy Infrastructure ETF position peaked at $299K in Q3 2019.
  • 26 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.