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Dorsey & Whitney Trust’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Dorsey & Whitney Trust’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
2023
Q1 		– Sell
-7,494
Closed -$200K – 583
2022
Q4 		$200K Buy
+7,494
New +$199K 0.02% 534

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Dorsey & Whitney Trust's EMLP Position: Q1 2023 in Review

Dorsey & Whitney Trust sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2023, closing a stake of 7,494 shares — an estimated $200K sold.

Dorsey & Whitney Trust first reported a position in EMLP in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 285 funds tracked by Wall St. Rank hold EMLP as of Q1 2023.

  • Dorsey & Whitney Trust reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 7,494 First Trust North American Energy Infrastructure Fund shares in Q1 2023, an estimated $200K.
  • Dorsey & Whitney Trust first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2022 and held it in 1 quarter.
  • Dorsey & Whitney Trust's First Trust North American Energy Infrastructure Fund position peaked at $200K in Q4 2022.
  • 285 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2023.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2023, filed 11 May 2023.