Howard Capital Management (New York)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Howard Capital Management (New York)’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	-15,662	Closed	-$367K	–	108
2018 Q3	$367K	Hold	15,662	–	–	0.05%	89
2018 Q2	$364K	Hold	15,662	–	–	0.05%	87
2018 Q1	$343K	Hold	15,662	–	–	0.05%	90
2017 Q4	$385K	Hold	15,662	–	–	0.06%	85
2017 Q3	$388K	Hold	15,662	–	–	0.06%	84
2017 Q2	$385K	Hold	15,662	–	–	0.06%	84
2017 Q1	$396K	Buy	+15,662	New	+$396K	0.07%	81

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 $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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Howard Capital Management (New York)'s EMLP Position: Q4 2018 in Review

Howard Capital Management (New York) sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2018, closing a stake of 15,662 shares — an estimated $367K sold.

Howard Capital Management (New York) first reported a position in EMLP in Q1 2017 and held it in 7 quarters. The position peaked at $396K in Q1 2017. 218 funds tracked by Wall St. Rank hold EMLP as of Q4 2018.

Howard Capital Management (New York) reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
Howard Capital Management (New York) sold 15,662 First Trust North American Energy Infrastructure Fund shares in Q4 2018, an estimated $367K.
Howard Capital Management (New York) first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2017 and held it in 7 quarters.
Howard Capital Management (New York)'s First Trust North American Energy Infrastructure Fund position peaked at $396K in Q1 2017.
218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2018.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2018, filed 17 Jan 2019.