Atlas Private Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Atlas Private Wealth 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
2021 Q2	–	Sell	-6,115	Closed	-$139K	–	186
2021 Q1	$139K	Sell	6,115 -3,750	-38%	-$82.7K	0.09%	135
2020 Q4	$207K	Sell	9,865 -2,400	-20%	-$49.9K	0.15%	114
2020 Q3	$234K	Hold	12,265	–	–	0.18%	101
2020 Q2	$245K	Hold	12,265	–	–	0.2%	99
2020 Q1	$218K	Hold	12,265	–	–	0.2%	101
2019 Q4	$313K	Buy	+12,265	New	+$305K	0.24%	97

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAM

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

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

CIA

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Atlas Private Wealth Management's EMLP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2021, closing a stake of 6,115 shares — an estimated $139K sold.

Atlas Private Wealth Management first reported a position in EMLP in Q4 2019 and held it in 6 quarters. The position peaked at $313K in Q4 2019. 234 funds tracked by Wall St. Rank hold EMLP as of Q2 2021.

Atlas Private Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 6,115 First Trust North American Energy Infrastructure Fund shares in Q2 2021, an estimated $139K.
Atlas Private Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $313K in Q4 2019.
234 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.