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Dumont & Blake Investment Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Dumont & Blake Investment Advisors’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
2022
Q2 		– Sell
-21,618
Closed -$599K – 202
2022
Q1 		$599K Buy
+21,618
New +$559K 0.16% 134

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CIA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Dumont & Blake Investment Advisors's EMLP Position: Q2 2022 in Review

Dumont & Blake Investment Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2022, closing a stake of 21,618 shares — an estimated $599K sold.

Dumont & Blake Investment Advisors first reported a position in EMLP in Q1 2022 and held it in 1 quarter. The position peaked at $599K in Q1 2022. 272 funds tracked by Wall St. Rank hold EMLP as of Q2 2022.

  • Dumont & Blake Investment Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2022 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 21,618 First Trust North American Energy Infrastructure Fund shares in Q2 2022, an estimated $599K.
  • Dumont & Blake Investment Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2022 and held it in 1 quarter.
  • Dumont & Blake Investment Advisors's First Trust North American Energy Infrastructure Fund position peaked at $599K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.