Goldman Sachs

Goldman Sachs’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Goldman Sachs’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
2021 Q1	–	Sell	-63,436	Closed	-$1.33M	–	6136
2020 Q4	$1.33M	Sell	63,436 -4,868	-7%	-$101K	﹤0.01%	4012
2020 Q3	$1.3M	Sell	68,304 -51,019	-43%	-$1.03M	﹤0.01%	3892
2020 Q2	$2.38M	Sell	119,323 -20,312	-15%	-$409K	﹤0.01%	3330
2020 Q1	$2.48M	Buy	+139,635	New	+$3.27M	﹤0.01%	3150
2019 Q3	–	Sell	-19,606	Closed	-$493K	–	5214
2019 Q2	$493K	Buy	+19,606	New	+$488K	﹤0.01%	4409
2015 Q3	–	Sell	-17,508	Closed	-$444K	–	7327
2015 Q2	$444K	Sell	17,508 -22,875	-57%	-$617K	﹤0.01%	5312
2015 Q1	$1.08M	Buy	+40,383	New	+$1.11M	﹤0.01%	4383
2014 Q4	–	Sell	-39,451	Closed	-$1.07M	–	7152
2014 Q3	$1.07M	Buy	+39,451	New	+$1.07M	﹤0.01%	4542

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

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

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

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

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