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Csenge Advisory Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Csenge Advisory 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
2018
Q4 		– Sell
-2,485
Closed -$57K – 560
2018
Q3 		$57K Buy
+2,485
New +$59.3K 0.02% 283

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
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
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Csenge Advisory Group's EMLP Position: Q4 2018 in Review

Csenge Advisory Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2018, closing a stake of 2,485 shares — an estimated $57K sold.

Csenge Advisory Group first reported a position in EMLP in Q3 2018 and held it in 1 quarter. The position peaked at $57K in Q3 2018. 218 funds tracked by Wall St. Rank hold EMLP as of Q4 2018.

  • Csenge Advisory Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 2,485 First Trust North American Energy Infrastructure Fund shares in Q4 2018, an estimated $57K.
  • Csenge Advisory Group first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2018 and held it in 1 quarter.
  • Csenge Advisory Group's First Trust North American Energy Infrastructure Fund position peaked at $57K in Q3 2018.
  • 218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.