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Clearwater Capital Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-2,991
Closed -$66K – 284
2018
Q1 		$66K Buy
+2,991
New +$70.2K 0.01% 270

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Clearwater Capital Advisors's EMLP Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2018, closing a stake of 2,991 shares — an estimated $66K sold.

Clearwater Capital Advisors first reported a position in EMLP in Q1 2018 and held it in 1 quarter. The position peaked at $66K in Q1 2018. 201 funds tracked by Wall St. Rank hold EMLP as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,991 First Trust North American Energy Infrastructure Fund shares in Q2 2018, an estimated $66K.
  • Clearwater Capital Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's First Trust North American Energy Infrastructure Fund position peaked at $66K in Q1 2018.
  • 201 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.