First Command Financial Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

First Command Financial Services’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 Q2	–	Sell	-247	Closed	-$5K	–	410
2018 Q1	$5K	Hold	247	–	–	﹤0.01%	391
2017 Q4	$6K	Hold	247	–	–	﹤0.01%	371
2017 Q3	$6K	Buy	+247	New	+$6.15K	﹤0.01%	367

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

First Command Financial Services's EMLP Position: Q2 2018 in Review

First Command Financial Services sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2018, closing a stake of 247 shares — an estimated $5K sold.

First Command Financial Services first reported a position in EMLP in Q3 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 201 funds tracked by Wall St. Rank hold EMLP as of Q2 2018.

First Command Financial Services reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2018 after selling out during the quarter.
First Command Financial Services sold 247 First Trust North American Energy Infrastructure Fund shares in Q2 2018, an estimated $5K.
First Command Financial Services first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2017 and held it in 3 quarters.
First Command Financial Services's First Trust North American Energy Infrastructure Fund position peaked at $6K in Q4 2017.
201 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2018.

Based on First Command Financial Services's 13F filing for Q2 2018, filed 24 Jul 2018.