Arlington Financial Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Arlington Financial Advisors’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 Q1	–	Sell	-571,614	Closed	-$14.6M	–	53
2019 Q4	$14.6M	Buy	571,614 +12,742	+2%	+$317K	8.1%	2
2019 Q3	$14.3M	Buy	558,872 +4,276	+0.8%	+$108K	8.16%	2
2019 Q2	$13.9M	Sell	554,596 -3,780	-0.7%	-$94K	7.99%	2
2019 Q1	$13.8M	Buy	558,376 +261,965	+88%	+$6.21M	7.85%	2
2018 Q4	$6.36M	Sell	296,411 -248,272	-46%	-$5.7M	2.7%	8
2018 Q3	$12.7M	Buy	544,683 +20,316	+4%	+$485K	7.63%	2
2018 Q2	$12.5M	Buy	524,367 +22,374	+4%	+$506K	7.3%	2
2018 Q1	$11.1M	Buy	501,993 +117,668	+31%	+$2.76M	7.28%	3
2017 Q4	$9.57M	Buy	+384,325	New	+$9.46M	4.51%	5

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

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

FIM

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

CIA

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

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

Arlington Financial Advisors's EMLP Position: Q1 2020 in Review

Arlington Financial Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2020, closing a stake of 571,614 shares — an estimated $14.6M sold.

Arlington Financial Advisors first reported a position in EMLP in Q4 2017 and held it in 9 quarters. The position peaked at $14.6M in Q4 2019. 236 funds tracked by Wall St. Rank hold EMLP as of Q1 2020.

Arlington Financial Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
Arlington Financial Advisors sold 571,614 First Trust North American Energy Infrastructure Fund shares in Q1 2020, an estimated $14.6M.
Arlington Financial Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 9 quarters.
Arlington Financial Advisors's First Trust North American Energy Infrastructure Fund position peaked at $14.6M in Q4 2019.
236 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2020.

Based on Arlington Financial Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.