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Berman Capital Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Berman Capital 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
2020
Q2 		– Sell
-5,602
Closed -$99K – 1656
2020
Q1 		$99K Buy
+5,602
New +$131K 0.03% 194

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Berman Capital Advisors's EMLP Position: Q2 2020 in Review

Berman Capital Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2020, closing a stake of 5,602 shares — an estimated $99K sold.

Berman Capital Advisors first reported a position in EMLP in Q1 2020 and held it in 1 quarter. The position peaked at $99K in Q1 2020. 217 funds tracked by Wall St. Rank hold EMLP as of Q2 2020.

  • Berman Capital Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 5,602 First Trust North American Energy Infrastructure Fund shares in Q2 2020, an estimated $99K.
  • Berman Capital Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2020 and held it in 1 quarter.
  • Berman Capital Advisors's First Trust North American Energy Infrastructure Fund position peaked at $99K in Q1 2020.
  • 217 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.