Bank Hapoalim BM’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Bank Hapoalim BM’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
2018 Q4	–	Sell	-13,110	Closed	-$308K	–	170
2018 Q3	$308K	Hold	13,110	–	–	0.07%	153
2018 Q2	$304K	Sell	13,110 -600	-4%	-$13.6K	0.08%	149
2018 Q1	$300K	Buy	13,710 +3,730	+37%	+$87.6K	0.08%	157
2017 Q4	$245	Sell	9,980 -5,140	-34%	-$127K	0.05%	173
2017 Q3	$375K	Sell	15,120 -2,050	-12%	-$51K	0.09%	163
2017 Q2	$422K	Sell	17,170 -1,080	-6%	-$27K	0.1%	141
2017 Q1	$462K	Sell	18,250 -1,690	-8%	-$42.8K	0.11%	129
2016 Q4	$503K	Buy	+19,940	New	+$492K	0.13%	110

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

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

FIM

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

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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

CIA

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Bank Hapoalim BM's EMLP Position: Q4 2018 in Review

Bank Hapoalim BM sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2018, closing a stake of 13,110 shares — an estimated $308K sold.

Bank Hapoalim BM first reported a position in EMLP in Q4 2016 and held it in 8 quarters. The position peaked at $503K in Q4 2016. 218 funds tracked by Wall St. Rank hold EMLP as of Q4 2018.

Bank Hapoalim BM reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
Bank Hapoalim BM sold 13,110 First Trust North American Energy Infrastructure Fund shares in Q4 2018, an estimated $308K.
Bank Hapoalim BM first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2016 and held it in 8 quarters.
Bank Hapoalim BM's First Trust North American Energy Infrastructure Fund position peaked at $503K in Q4 2016.
218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2018.

Based on Bank Hapoalim BM's 13F filing for Q4 2018, filed 11 Feb 2019.