Security key
00162Q676
- Type / Class
- Equity / ALERIAN ENERGY
- Total 13F shares
- 320,399
- Share change
- +86,191
- Total reported value
- $7,640,000
- Price per share
- $23.85
- Number of holders
- 15
- Value change
- +$2,068,956
- Number of buys
- 9
- Number of sells
- 7
Report period
Q4 2016
Institutions
15
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 00162Q676
Recent filing periods:
Top shareholders of ENFR - ALPS ETF TR - ALERIAN ENERGY (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q4 2016
As of 31 Dec 2016,
ALPS ETF TR - ALERIAN ENERGY (ENFR) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
320,399 shares.
The largest 10 holders included
Mariner Wealth Advisors, LLC, NORTHWEST WEALTH MANAGEMENT, LLC, Carroll Financial Associates, Inc., JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, WEALTHSOURCE PARTNERS, LLC, KCG HOLDINGS, INC., RAYMOND JAMES & ASSOCIATES, MSI Financial Services Inc, and BANK OF AMERICA CORP /DE/.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2016 vs Q3 2016 Across Filers
Q3 2016 holders
13
Q4 2016 holders
15
Holder diff
2
| Investor | Q3 2016 Shares | Q4 2016 Shares | Share Diff | Share Chg % | Q3 2016 Value $ | Q4 2016 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.