Doyle Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-580	Closed	-$15K	–	353
2019 Q2	$15K	Buy	+580	New	+$14.4K	﹤0.01%	558
2019 Q1	–	Sell	-846	Closed	-$18K	–	339
2018 Q4	$18K	Buy	+846	New	+$19.4K	﹤0.01%	526

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Doyle Wealth Management's EMLP Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2019, closing a stake of 580 shares — an estimated $15K sold.

Doyle Wealth Management first reported a position in EMLP in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2018. 216 funds tracked by Wall St. Rank hold EMLP as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 580 First Trust North American Energy Infrastructure Fund shares in Q3 2019, an estimated $15K.
Doyle Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $18K in Q4 2018.
216 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.