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BDO Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

BDO Wealth Advisors’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 		– Sell
-560
Closed -$14K – 483
2017
Q3 		$14K Buy
+560
New +$13.9K 0.01% 284

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
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TA
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GWS
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WF
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BTS
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HighTower Advisors
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BDO Wealth Advisors's EMLP Position: Q4 2017 in Review

BDO Wealth Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2017, closing a stake of 560 shares — an estimated $14K sold.

BDO Wealth Advisors first reported a position in EMLP in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 202 funds tracked by Wall St. Rank hold EMLP as of Q4 2017.

  • BDO Wealth Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 560 First Trust North American Energy Infrastructure Fund shares in Q4 2017, an estimated $14K.
  • BDO Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $14K in Q3 2017.
  • 202 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2017.

Based on BDO Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.