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Goodwin Investment Advisory’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Goodwin Investment Advisory’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
-357
Closed -$9.19K – 223
2022
Q2 		$9.19K Buy
+357
New +$9.71K 0.01% 116

Other funds holding EMLP

Morgan Stanley
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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAM
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Goodwin Investment Advisory's EMLP Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2022, closing a stake of 357 shares — an estimated $9.19K sold.

Goodwin Investment Advisory first reported a position in EMLP in Q2 2022 and held it in 1 quarter. The position peaked at $9.19K in Q2 2022. 282 funds tracked by Wall St. Rank hold EMLP as of Q3 2022.

  • Goodwin Investment Advisory reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 357 First Trust North American Energy Infrastructure Fund shares in Q3 2022, an estimated $9.19K.
  • Goodwin Investment Advisory first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2022 and held it in 1 quarter.
  • Goodwin Investment Advisory's First Trust North American Energy Infrastructure Fund position peaked at $9.19K in Q2 2022.
  • 282 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.