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CLA (CliftonLarsonAllen) Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2016
Q4 		– Sell
-12,151
Closed -$308K – 129
2016
Q3 		$308K Buy
+12,151
New +$303K 0.04% 120

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's EMLP Position: Q4 2016 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2016, closing a stake of 12,151 shares — an estimated $308K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EMLP in Q3 2016 and held it in 1 quarter. The position peaked at $308K in Q3 2016. 145 funds tracked by Wall St. Rank hold EMLP as of Q4 2016.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2016 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,151 First Trust North American Energy Infrastructure Fund shares in Q4 2016, an estimated $308K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2016 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $308K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2016.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.