Chessman Wealth Strategies RIA’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Chessman Wealth Strategies RIA’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 Q4	–	Sell	-54,869	Closed	-$1.29M	–	64
2018 Q3	$1.29M	Sell	54,869 -628	-1%	-$15K	1.13%	12
2018 Q2	$1.29M	Sell	55,497 -1,660	-3%	-$37.5K	1.14%	12
2018 Q1	$1.25M	Hold	57,157	–	–	1.58%	13
2017 Q4	$1.4M	Buy	+57,157	New	+$1.41M	1.4%	17

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

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

CIA

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Chessman Wealth Strategies RIA's EMLP Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2018, closing a stake of 54,869 shares — an estimated $1.29M sold.

Chessman Wealth Strategies RIA first reported a position in EMLP in Q4 2017 and held it in 4 quarters. The position peaked at $1.4M in Q4 2017. 218 funds tracked by Wall St. Rank hold EMLP as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 54,869 First Trust North American Energy Infrastructure Fund shares in Q4 2018, an estimated $1.29M.
Chessman Wealth Strategies RIA first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 4 quarters.
Chessman Wealth Strategies RIA's First Trust North American Energy Infrastructure Fund position peaked at $1.4M in Q4 2017.
218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.