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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$118K Sell
5,400
-600
-10% -$12.2K 0.03% 305
2015
Q4
$121K Buy
+6,000
New +$131K 0.03% 301

Other funds holding EMLP

Gupta Wealth Management's EMLP Position: Q1 2016 in Review

Gupta Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 10% in Q1 2016, selling an estimated $12.2K and leaving 5,400 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #305.

Gupta Wealth Management first reported a position in EMLP in Q4 2015 and has held it in 2 quarters since. The position peaked at $121K in Q4 2015. 106 funds tracked by Wall St. Rank hold EMLP as of Q1 2016.

  • Gupta Wealth Management held 5,400 shares of First Trust North American Energy Infrastructure Fund worth $118K as of Q1 2016.
  • Gupta Wealth Management sold 600 First Trust North American Energy Infrastructure Fund shares in Q1 2016, an estimated $12.2K.
  • First Trust North American Energy Infrastructure Fund made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #305 holding.
  • Gupta Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $121K in Q4 2015.
  • 106 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.