Harel Insurance Investments & Financial Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Harel Insurance Investments & Financial Services’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
2019 Q1	–	Sell	-300	Closed	-$7.11K	–	420
2018 Q4	$6K	Hold	300	–	–	﹤0.01%	423
2018 Q3	$7K	Buy	+300	New	+$7.16K	﹤0.01%	455
2018 Q2	–	Hold	0	–	–	–	441
2016 Q4	–	Sell	-2,000	Closed	-$51K	–	385
2016 Q3	$51K	Buy	+2,000	New	+$49.8K	0.01%	220

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

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

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

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

CIA

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

AdvicePeriod Los Angeles, California $1.54B AUM 29.32% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EMLP Position: Q1 2019 in Review

Harel Insurance Investments & Financial Services sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2019, closing a stake of 300 shares — an estimated $7.11K sold.

Harel Insurance Investments & Financial Services first reported a position in EMLP in Q3 2016 and held it in 3 quarters. The position peaked at $51K in Q3 2016. 211 funds tracked by Wall St. Rank hold EMLP as of Q1 2019.

Harel Insurance Investments & Financial Services reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2019 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 300 First Trust North American Energy Infrastructure Fund shares in Q1 2019, an estimated $7.11K.
Harel Insurance Investments & Financial Services first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2016 and held it in 3 quarters.
Harel Insurance Investments & Financial Services's First Trust North American Energy Infrastructure Fund position peaked at $51K in Q3 2016.
211 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2019, filed 18 Apr 2019.