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Advisor OS’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Advisor OS’s Portfolio EMLP Stock Details EMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-338,860
Closed -$13.6M – 143
2020
Q3 		$13.6M Buy
+338,860
New +$6.85M 5.69% 5

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor OS's EMLP Position: Q4 2020 in Review

Advisor OS sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2020, closing a stake of 338,860 shares — an estimated $13.6M sold.

Advisor OS first reported a position in EMLP in Q3 2020 and held it in 1 quarter. The position peaked at $13.6M in Q3 2020. 231 funds tracked by Wall St. Rank hold EMLP as of Q4 2020.

  • Advisor OS reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • Advisor OS sold 338,860 First Trust North American Energy Infrastructure Fund shares in Q4 2020, an estimated $13.6M.
  • Advisor OS first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2020 and held it in 1 quarter.
  • Advisor OS's First Trust North American Energy Infrastructure Fund position peaked at $13.6M in Q3 2020.
  • 231 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2020.

Based on Advisor OS's 13F filing for Q4 2020, filed 10 Feb 2021.