Q3 2017 13F Holders as of 9/30/2017
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
661K
-
Shares change
-
+132K
-
Total reported value, excl. options
-
$15.4M
-
Value change
-
+$3.06M
-
Number of buys
-
12
-
Number of sells
-
-6
-
Price
-
$23.38
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q3 2017
22 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q3 2017.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 661K shares
.
Largest 10 shareholders include Mariner Wealth Advisors, LLC (197K shares), Carroll Financial Associates, Inc. (73K shares), AlphaStar Capital Management, LLC (69.3K shares), IFP Advisors, Inc (57.7K shares), AMERIPRISE FINANCIAL INC (38.4K shares), WEALTHSOURCE PARTNERS, LLC (32.1K shares), JANE STREET GROUP, LLC (31.7K shares), NORTHWEST WEALTH MANAGEMENT, LLC (29.2K shares), Yellowstone Partners, LLC (25.7K shares), and MORGAN STANLEY (23.4K shares).
This table shows the top 21 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.