Advisors Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Advisors Asset Management’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 Q2	–	Sell	-81	Closed	-$1K	–	1537
2020 Q1	$1K	Hold	81	–	–	﹤0.01%	1475
2019 Q4	$2K	Hold	81	–	–	﹤0.01%	1524
2019 Q3	$2K	Hold	81	–	–	﹤0.01%	1539
2019 Q2	$2K	Hold	81	–	–	﹤0.01%	1517
2019 Q1	$2K	Hold	81	–	–	﹤0.01%	1789
2018 Q4	$2K	Sell	81 -903	-92%	-$20.7K	﹤0.01%	1570
2018 Q3	$23K	Hold	984	–	–	﹤0.01%	1505
2018 Q2	$23K	Hold	984	–	–	﹤0.01%	1501
2018 Q1	$22K	Hold	984	–	–	﹤0.01%	1436
2017 Q4	$24K	Buy	+984	New	+$24.2K	﹤0.01%	1440

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return