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Crestwood Advisors Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Crestwood Advisors Group’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
Q2 		– Sell
-1,350
Closed -$34K – 236
2017
Q1 		$34K Buy
+1,350
New +$34.2K ﹤0.01% 308

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Crestwood Advisors Group's EMLP Position: Q2 2017 in Review

Crestwood Advisors Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2017, closing a stake of 1,350 shares — an estimated $34K sold.

Crestwood Advisors Group first reported a position in EMLP in Q1 2017 and held it in 1 quarter. The position peaked at $34K in Q1 2017. 154 funds tracked by Wall St. Rank hold EMLP as of Q2 2017.

  • Crestwood Advisors Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 1,350 First Trust North American Energy Infrastructure Fund shares in Q2 2017, an estimated $34K.
  • Crestwood Advisors Group first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's First Trust North American Energy Infrastructure Fund position peaked at $34K in Q1 2017.
  • 154 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.