Hochman Cole Investment Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$101K | 0.22% | 70 |
|
|
2018
Q1 | $407K | Sell |
18,598
-7,335
| -28% | -$161K | 0.28% | 58 |
|
|
2017
Q4 | $637K | Buy |
25,933
+10,765
| +71% | +$264K | 0.4% | 49 |
|
|
2017
Q3 | $376K | Sell |
15,168
-1,731
| -10% | -$42.9K | 0.25% | 62 |
|
|
2017
Q2 | $415K | Buy |
16,899
+2,391
| +16% | +$58.7K | 0.29% | 60 |
|
|
2017
Q1 | $367K | Sell |
14,508
-655
| -4% | -$16.6K | 0.27% | 60 |
|
|
2016
Q4 | $383K | Sell |
15,163
-752
| -5% | -$19K | 0.28% | 56 |
|
|
2016
Q3 | $403K | Sell |
15,915
-381
| -2% | -$9.65K | 0.3% | 54 |
|
|
2016
Q2 | $402K | Sell |
16,296
-884
| -5% | -$21.8K | 0.33% | 52 |
|
|
2016
Q1 | $376K | Sell |
17,180
-378
| -2% | -$8.27K | 0.32% | 54 |
|
|
2015
Q4 | $354K | Buy |
+17,558
| New | +$354K | 0.3% | 55 |
|