Claraphi Advisory Network’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Claraphi Advisory Network’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	-5,396	Closed	-$96K	–	530
2020 Q1	$96K	Buy	+5,396	New	+$126K	0.05%	339
2019 Q4	–	Sell	-6,314	Closed	-$162K	–	242
2019 Q3	$162K	Buy	+6,314	New	+$160K	0.1%	217

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

Claraphi Advisory Network's EMLP Position: Q2 2020 in Review

Claraphi Advisory Network sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2020, closing a stake of 5,396 shares — an estimated $96K sold.

Claraphi Advisory Network first reported a position in EMLP in Q3 2019 and held it in 2 quarters. The position peaked at $162K in Q3 2019. 217 funds tracked by Wall St. Rank hold EMLP as of Q2 2020.

Claraphi Advisory Network reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 5,396 First Trust North American Energy Infrastructure Fund shares in Q2 2020, an estimated $96K.
Claraphi Advisory Network first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's First Trust North American Energy Infrastructure Fund position peaked at $162K in Q3 2019.
217 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.