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Archford Capital Strategies’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Archford Capital Strategies’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
2016
Q4 		– Sell
-536
Closed -$13K – 672
2016
Q3 		$13K Buy
+536
New +$13.4K 0.01% 358

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Archford Capital Strategies's EMLP Position: Q4 2016 in Review

Archford Capital Strategies sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2016, closing a stake of 536 shares — an estimated $13K sold.

Archford Capital Strategies first reported a position in EMLP in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 145 funds tracked by Wall St. Rank hold EMLP as of Q4 2016.

  • Archford Capital Strategies reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 536 First Trust North American Energy Infrastructure Fund shares in Q4 2016, an estimated $13K.
  • Archford Capital Strategies first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2016 and held it in 1 quarter.
  • Archford Capital Strategies's First Trust North American Energy Infrastructure Fund position peaked at $13K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.