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

Dynasty 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
2018
Q1 		– Sell
-36,337
Closed -$892K – 77
2017
Q4 		$892K Buy
+36,337
New +$895K 1.54% 13

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Dynasty Wealth Management's EMLP Position: Q1 2018 in Review

Dynasty Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2018, closing a stake of 36,337 shares — an estimated $892K sold.

Dynasty Wealth Management first reported a position in EMLP in Q4 2017 and held it in 1 quarter. The position peaked at $892K in Q4 2017. 203 funds tracked by Wall St. Rank hold EMLP as of Q1 2018.

  • Dynasty Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 36,337 First Trust North American Energy Infrastructure Fund shares in Q1 2018, an estimated $892K.
  • Dynasty Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $892K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.