CFO4Life Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

CFO4Life Group’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	-22,293	Closed	-$397K	–	128
2020 Q1	$397K	Sell	22,293 -211,125	-90%	-$4.94M	0.21%	63
2019 Q4	$5.95M	Buy	233,418 +1,635	+0.7%	+$40.7K	2.52%	11
2019 Q3	$5.93M	Buy	231,783 +7,979	+4%	+$202K	2.66%	8
2019 Q2	$5.63M	Sell	223,804 -61,944	-22%	-$1.54M	2.57%	10
2019 Q1	$7.07M	Buy	285,748 +23,885	+9%	+$566K	3.31%	6
2018 Q4	$5.62M	Buy	261,863 +48,086	+22%	+$1.1M	2.47%	10
2018 Q3	$5.01M	Buy	+213,777	New	+$5.1M	2.22%	12

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

CFO4Life Group's EMLP Position: Q2 2020 in Review

CFO4Life Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2020, closing a stake of 22,293 shares — an estimated $397K sold.

CFO4Life Group first reported a position in EMLP in Q3 2018 and held it in 7 quarters. The position peaked at $7.07M in Q1 2019. 217 funds tracked by Wall St. Rank hold EMLP as of Q2 2020.

CFO4Life Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
CFO4Life Group sold 22,293 First Trust North American Energy Infrastructure Fund shares in Q2 2020, an estimated $397K.
CFO4Life Group first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2018 and held it in 7 quarters.
CFO4Life Group's First Trust North American Energy Infrastructure Fund position peaked at $7.07M in Q1 2019.
217 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2020.

Based on CFO4Life Group's 13F filing for Q2 2020, filed 15 Jul 2020.