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Holistic Financial Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-45,660
Closed -$1.13M – 90
2019
Q1 		$1.13M Buy
+45,660
New +$1.08M 0.48% 36

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 $7.73B AUM 14.94% 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
A
AdvicePeriod Los Angeles, California $1.54B AUM 29.32% 1-Year Est. Return

Holistic Financial Partners's EMLP Position: Q2 2019 in Review

Holistic Financial Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2019, closing a stake of 45,660 shares — an estimated $1.13M sold.

Holistic Financial Partners first reported a position in EMLP in Q1 2019 and held it in 1 quarter. The position peaked at $1.13M in Q1 2019. 209 funds tracked by Wall St. Rank hold EMLP as of Q2 2019.

  • Holistic Financial Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 45,660 First Trust North American Energy Infrastructure Fund shares in Q2 2019, an estimated $1.13M.
  • Holistic Financial Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's First Trust North American Energy Infrastructure Fund position peaked at $1.13M in Q1 2019.
  • 209 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.