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

Highland Private Wealth Management’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
2018 Q2	–	Sell	-14,333	Closed	-$314K	–	115
2018 Q1	$314K	Buy	+14,333	New	+$336K	0.19%	85

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

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

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

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

FIM

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Highland Private Wealth Management's EMLP Position: Q2 2018 in Review

Highland Private Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2018, closing a stake of 14,333 shares — an estimated $314K sold.

Highland Private Wealth Management first reported a position in EMLP in Q1 2018 and held it in 1 quarter. The position peaked at $314K in Q1 2018. 201 funds tracked by Wall St. Rank hold EMLP as of Q2 2018.

Highland Private Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2018 after selling out during the quarter.
Highland Private Wealth Management sold 14,333 First Trust North American Energy Infrastructure Fund shares in Q2 2018, an estimated $314K.
Highland Private Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2018 and held it in 1 quarter.
Highland Private Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $314K in Q1 2018.
201 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.