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Corbenic Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Corbenic Partners’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
-2,659
Closed -$47K – 168
2020
Q1 		$47K Buy
2,659
+713
+37% +$16.7K 0.04% 52
2019
Q4 		$50K Buy
+1,946
New +$48.4K 0.04% 62
2017
Q4 		– Sell
-282
Closed -$7K – 199
2017
Q3 		$7K Buy
+282
New +$7.02K 0.01% 169

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
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WF
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

Corbenic Partners's EMLP Position: Q2 2020 in Review

Corbenic Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2020, closing a stake of 2,659 shares — an estimated $47K sold.

Corbenic Partners first reported a position in EMLP in Q3 2017 and held it in 3 quarters. The position peaked at $50K in Q4 2019. 217 funds tracked by Wall St. Rank hold EMLP as of Q2 2020.

  • Corbenic Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
  • Corbenic Partners sold 2,659 First Trust North American Energy Infrastructure Fund shares in Q2 2020, an estimated $47K.
  • Corbenic Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2017 and held it in 3 quarters.
  • Corbenic Partners's First Trust North American Energy Infrastructure Fund position peaked at $50K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2020.

Based on Corbenic Partners's 13F filing for Q2 2020, filed 17 Jul 2020.