CPA
EMLP icon

Clear Perspective Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Clear Perspective 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
2017
Q4 		– Sell
-36
Closed -$1K – 470
2017
Q3 		$1K Buy
+36
New +$896 ﹤0.01% 450

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clear Perspective Advisors's EMLP Position: Q4 2017 in Review

Clear Perspective Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2017, closing a stake of 36 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in EMLP in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 202 funds tracked by Wall St. Rank hold EMLP as of Q4 2017.

  • Clear Perspective Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 36 First Trust North American Energy Infrastructure Fund shares in Q4 2017, an estimated $1K.
  • Clear Perspective Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's First Trust North American Energy Infrastructure Fund position peaked at $1K in Q3 2017.
  • 202 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.