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Atwood & Palmer’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Atwood & Palmer’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
2019
Q2 		– Sell
-249
Closed -$6K – 313
2019
Q1 		$6K Buy
+249
New +$5.9K ﹤0.01% 277

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Atwood & Palmer's EMLP Position: Q2 2019 in Review

Atwood & Palmer sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2019, closing a stake of 249 shares — an estimated $6K sold.

Atwood & Palmer first reported a position in EMLP in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 209 funds tracked by Wall St. Rank hold EMLP as of Q2 2019.

  • Atwood & Palmer reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
  • Atwood & Palmer sold 249 First Trust North American Energy Infrastructure Fund shares in Q2 2019, an estimated $6K.
  • Atwood & Palmer first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2019 and held it in 1 quarter.
  • Atwood & Palmer's First Trust North American Energy Infrastructure Fund position peaked at $6K in Q1 2019.
  • 209 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.