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Bangor Savings Bank’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Bangor Savings Bank’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
-500
Closed -$16.8K – 559
2024
Q3 		$16.8K Hold
500
– – ﹤0.01% 381
2024
Q2 		$15.2K Hold
500
– – ﹤0.01% 380
2024
Q1 		$14.8K Hold
500
– – ﹤0.01% 386
2023
Q4 		$13.8K Hold
500
– – ﹤0.01% 394
2023
Q3 		$13.2K Hold
500
– – ﹤0.01% 401
2023
Q2 		$13.5K Hold
500
– – ﹤0.01% 413
2023
Q1 		$13.3K Hold
500
– – ﹤0.01% 400
2022
Q4 		$13K Hold
500
– – ﹤0.01% 401
2022
Q3 		$12K Hold
500
– – ﹤0.01% 415
2022
Q2 		$13K Buy
+500
New +$13.6K ﹤0.01% 404

Other funds holding EMLP

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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