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Yellowstone Partners’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Yellowstone Partners’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
2017
Q4 		$605K Buy
26,193
+451
+2% +$10.2K 0.34% 71
2017
Q3 		$602K Buy
+25,742
New +$595K 0.32% 81

Other funds holding ENFR

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Yellowstone Partners's ENFR Position: Q4 2017 in Review

Yellowstone Partners increased its Alerian Energy Infrastructure ETF (ENFR) stake by 1.8% in Q4 2017, buying an estimated $10.2K and bringing the position to 26,193 shares worth $605K. The position accounts for 0.34% of the portfolio, ranked #71.

Yellowstone Partners first reported a position in ENFR in Q3 2017 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold ENFR as of Q4 2017.

  • Yellowstone Partners held 26,193 shares of Alerian Energy Infrastructure ETF worth $605K as of Q4 2017.
  • Yellowstone Partners bought 451 Alerian Energy Infrastructure ETF shares in Q4 2017, an estimated $10.2K.
  • Alerian Energy Infrastructure ETF made up 0.34% of Yellowstone Partners's portfolio in Q4 2017, its #71 holding.
  • Yellowstone Partners first reported a position in Alerian Energy Infrastructure ETF in Q3 2017 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.