Beirne Wealth Consulting Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Beirne Wealth Consulting 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
2020 Q2	–	Sell	-10,289	Closed	-$183K	–	80
2020 Q1	$183K	Sell	10,289 -4,651	-31%	-$109K	0.2%	63
2019 Q4	$381K	Sell	14,940 -104,421	-87%	-$2.6M	0.34%	56
2019 Q3	$3.05M	Sell	119,361 -3,048	-2%	-$77K	2.54%	6
2019 Q2	$3.08M	Buy	122,409 +896	+0.7%	+$22.3K	2.76%	7
2019 Q1	$3M	Sell	121,513 -4,136	-3%	-$98K	2.36%	5
2018 Q4	$2.69M	Buy	+125,649	New	+$2.88M	2.29%	6

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 $501B AUM 22.01% 1-Year Est. Return

Frontier Investment Management Dallas, Texas $1.61B AUM 1.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return