Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
911K
-
Shares change
-
+154K
-
Total reported value, excl. options
-
$21M
-
Value change
-
+$3.5M
-
Number of buys
-
18
-
Number of sells
-
-5
-
Price
-
$23.08
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q4 2017
28 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q4 2017.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 911K shares
.
Largest 10 shareholders include Mariner Wealth Advisors, LLC (247K shares), Financial Advocates Investment Management (96.4K shares), Carroll Financial Associates, Inc. (77.4K shares), MORGAN STANLEY (65.8K shares), IFP Advisors, Inc (61.1K shares), NORTHWEST WEALTH MANAGEMENT, LLC (55K shares), AMERIPRISE FINANCIAL INC (55K shares), ROYAL BANK OF CANADA (47K shares), HighTower Advisors, LLC (38.4K shares), and WEALTHSOURCE PARTNERS, LLC (32.4K shares).
This table shows the top 26 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.