Harbor Advisory Corp’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Harbor Advisory Corp’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
2023 Q2	–	Sell	-10,115	Closed	-$269K	–	85
2023 Q1	$269K	Sell	10,115 -626	-6%	-$16.8K	0.1%	75
2022 Q4	$287K	Hold	10,741	–	–	0.12%	72
2022 Q3	$267K	Hold	10,741	–	–	0.12%	69
2022 Q2	$276K	Hold	10,741	–	–	0.12%	68
2022 Q1	$297K	Sell	10,741 -1,207	-10%	-$31.2K	0.12%	68
2021 Q4	$298K	Hold	11,948	–	–	0.12%	68
2021 Q3	$283K	Hold	11,948	–	–	0.12%	69
2021 Q2	$292K	Hold	11,948	–	–	0.13%	67
2021 Q1	$273K	Buy	+11,948	New	+$264K	0.11%	90

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

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 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

Royal Bank of Canada

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return