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Baldwin Wealth Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-13,025
Closed -$438K – 477
2024
Q3 		$438K Buy
+13,025
New +$419K 0.03% 213

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CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
WANY
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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baldwin Wealth Partners's EMLP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2024, closing a stake of 13,025 shares — an estimated $438K sold.

Baldwin Wealth Partners first reported a position in EMLP in Q3 2024 and held it in 1 quarter. The position peaked at $438K in Q3 2024. 341 funds tracked by Wall St. Rank hold EMLP as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 13,025 First Trust North American Energy Infrastructure Fund shares in Q4 2024, an estimated $438K.
  • Baldwin Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's First Trust North American Energy Infrastructure Fund position peaked at $438K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.