Global Financial Private Client’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Global Financial Private Client’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 Q3	–	Sell	-14	Closed	-$371	–	657
2022 Q2	$371	Sell	14 -42	-75%	-$1.14K	﹤0.01%	625
2022 Q1	$1.59K	Hold	56	–	–	﹤0.01%	552
2021 Q4	$1.42K	Hold	56	–	–	﹤0.01%	547
2021 Q3	$1.36K	Hold	56	–	–	﹤0.01%	500
2021 Q2	$1.4K	Hold	56	–	–	﹤0.01%	505
2021 Q1	$1.3K	Hold	56	–	–	﹤0.01%	480
2020 Q4	$1.19K	Hold	56	–	–	﹤0.01%	466
2020 Q3	$1.08K	Sell	56 -396	-88%	-$8K	﹤0.01%	435
2020 Q2	$9.05K	Sell	452 -902	-67%	-$18.2K	0.01%	343
2020 Q1	$22.7K	Hold	1,354	–	–	0.02%	298
2019 Q4	$34.5K	Buy	+1,354	New	+$33.7K	0.03%	282

Other funds holding EMLP

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Bank of America

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return