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Interchange Capital Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-3,723
Closed -$78K – 478
2020
Q4 		$78K Buy
+3,723
New +$77.3K 0.04% 336

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Interchange Capital Partners's EMLP Position: Q1 2021 in Review

Interchange Capital Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2021, closing a stake of 3,723 shares — an estimated $78K sold.

Interchange Capital Partners first reported a position in EMLP in Q4 2020 and held it in 1 quarter. The position peaked at $78K in Q4 2020. 226 funds tracked by Wall St. Rank hold EMLP as of Q1 2021.

  • Interchange Capital Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 3,723 First Trust North American Energy Infrastructure Fund shares in Q1 2021, an estimated $78K.
  • Interchange Capital Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's First Trust North American Energy Infrastructure Fund position peaked at $78K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.