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Calton & Associates’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,881
Closed -$46K – 595
2017
Q4 		$46K Buy
+1,881
New +$46.3K 0.01% 704

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Calton & Associates's EMLP Position: Q1 2018 in Review

Calton & Associates sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2018, closing a stake of 1,881 shares — an estimated $46K sold.

Calton & Associates first reported a position in EMLP in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 203 funds tracked by Wall St. Rank hold EMLP as of Q1 2018.

  • Calton & Associates reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,881 First Trust North American Energy Infrastructure Fund shares in Q1 2018, an estimated $46K.
  • Calton & Associates first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust North American Energy Infrastructure Fund position peaked at $46K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.