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Hochman Cole Investment Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Hochman Cole Investment Advisors’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
Q4 		– Sell
-14,266
Closed -$335K – 109
2018
Q3 		$335K Hold
14,266
– – 0.21% 77
2018
Q2 		$331K Sell
14,266
-4,332
-23% -$97.9K 0.22% 70
2018
Q1 		$407K Sell
18,598
-7,335
-28% -$172K 0.28% 58
2017
Q4 		$637K Buy
25,933
+10,765
+71% +$265K 0.4% 49
2017
Q3 		$376K Sell
15,168
-1,731
-10% -$43.1K 0.25% 62
2017
Q2 		$415K Buy
16,899
+2,391
+16% +$59.8K 0.29% 60
2017
Q1 		$367K Sell
14,508
-655
-4% -$16.6K 0.27% 60
2016
Q4 		$383K Sell
15,163
-752
-5% -$18.6K 0.28% 56
2016
Q3 		$403K Sell
15,915
-381
-2% -$9.49K 0.3% 54
2016
Q2 		$402K Sell
16,296
-884
-5% -$20.4K 0.33% 52
2016
Q1 		$376K Sell
17,180
-378
-2% -$7.67K 0.32% 54
2015
Q4 		$354K Buy
+17,558
New +$382K 0.3% 55

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
WF
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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Hochman Cole Investment Advisors's EMLP Position: Q4 2018 in Review

Hochman Cole Investment Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2018, closing a stake of 14,266 shares — an estimated $335K sold.

Hochman Cole Investment Advisors first reported a position in EMLP in Q4 2015 and held it in 12 quarters. The position peaked at $637K in Q4 2017. 218 funds tracked by Wall St. Rank hold EMLP as of Q4 2018.

  • Hochman Cole Investment Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 14,266 First Trust North American Energy Infrastructure Fund shares in Q4 2018, an estimated $335K.
  • Hochman Cole Investment Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2015 and held it in 12 quarters.
  • Hochman Cole Investment Advisors's First Trust North American Energy Infrastructure Fund position peaked at $637K in Q4 2017.
  • 218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2018.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.