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

Foresight 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
Q1 		– Sell
-10,500
Closed -$225K – 105
2018
Q4 		$225K Buy
+10,500
New +$241K 0.24% 79

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TA
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Foresight Wealth Management's EMLP Position: Q1 2019 in Review

Foresight Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2019, closing a stake of 10,500 shares — an estimated $225K sold.

Foresight Wealth Management first reported a position in EMLP in Q4 2018 and held it in 1 quarter. The position peaked at $225K in Q4 2018. 211 funds tracked by Wall St. Rank hold EMLP as of Q1 2019.

  • Foresight Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2019 after selling out during the quarter.
  • Foresight Wealth Management sold 10,500 First Trust North American Energy Infrastructure Fund shares in Q1 2019, an estimated $225K.
  • Foresight Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2018 and held it in 1 quarter.
  • Foresight Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $225K in Q4 2018.
  • 211 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2019.

Based on Foresight Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.