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Clear Creek Financial Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Clear Creek Financial Management’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
Q4 		– Sell
-2,058,712
Closed -$39.2M – 304
2020
Q3 		$39.2M Buy
+2,058,712
New +$41.6M 1.78% 15

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Creek Financial Management's EMLP Position: Q4 2020 in Review

Clear Creek Financial Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2020, closing a stake of 2,058,712 shares — an estimated $39.2M sold.

Clear Creek Financial Management first reported a position in EMLP in Q3 2020 and held it in 1 quarter. The position peaked at $39.2M in Q3 2020. 231 funds tracked by Wall St. Rank hold EMLP as of Q4 2020.

  • Clear Creek Financial Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 2,058,712 First Trust North American Energy Infrastructure Fund shares in Q4 2020, an estimated $39.2M.
  • Clear Creek Financial Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's First Trust North American Energy Infrastructure Fund position peaked at $39.2M in Q3 2020.
  • 231 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2020.

Based on Clear Creek Financial Management's 13F filing for Q4 2020, filed 12 Feb 2021.