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BB&T Investment Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

BB&T Investment Services’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
2017
Q4 		$157K Buy
6,370
+1,865
+41% +$45.9K 0.03% 325
2017
Q3 		$114K Buy
4,505
+877
+24% +$21.8K 0.02% 346
2017
Q2 		$88K Buy
3,628
+1,798
+98% +$44.9K 0.02% 353
2017
Q1 		$48K Buy
1,830
+1,767
+2,805% +$44.7K 0.02% 378
2016
Q4 		$2K Buy
+63
New +$1.55K ﹤0.01% 689

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BB&T Investment Services's EMLP Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 41% in Q4 2017, buying an estimated $45.9K and bringing the position to 6,370 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #325.

BB&T Investment Services first reported a position in EMLP in Q4 2016 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold EMLP as of Q4 2017.

  • BB&T Investment Services held 6,370 shares of First Trust North American Energy Infrastructure Fund worth $157K as of Q4 2017.
  • BB&T Investment Services bought 1,865 First Trust North American Energy Infrastructure Fund shares in Q4 2017, an estimated $45.9K.
  • First Trust North American Energy Infrastructure Fund made up 0.03% of BB&T Investment Services's portfolio in Q4 2017, its #325 holding.
  • BB&T Investment Services first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2016 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.