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Investment House LLC’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Investment House LLC’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
Q1 		– Sell
-18,665
Closed -$458K – 191
2017
Q4 		$458K Hold
18,665
– – 0.06% 140
2017
Q3 		$463K Sell
18,665
-22,960
-55% -$571K 0.06% 139
2017
Q2 		$1.02M Buy
41,625
+18,665
+81% +$466K 0.14% 109
2017
Q1 		$581K Buy
22,960
+6,585
+40% +$167K 0.08% 130
2016
Q4 		$413K Buy
+16,375
New +$404K 0.06% 144
2016
Q2 		– Sell
-19,390
Closed -$424K – 185
2016
Q1 		$424K Buy
+19,390
New +$394K 0.07% 141
2015
Q3 		– Sell
-29,335
Closed -$744K – 161
2015
Q2 		$744K Hold
29,335
– – 0.12% 112
2015
Q1 		$788K Buy
+29,335
New +$804K 0.13% 107

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Investment House LLC's EMLP Position: Q1 2018 in Review

Investment House LLC sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2018, closing a stake of 18,665 shares — an estimated $458K sold.

Investment House LLC first reported a position in EMLP in Q1 2015 and held it in 8 quarters. The position peaked at $1.02M in Q2 2017. 203 funds tracked by Wall St. Rank hold EMLP as of Q1 2018.

  • Investment House LLC reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2018 after selling out during the quarter.
  • Investment House LLC sold 18,665 First Trust North American Energy Infrastructure Fund shares in Q1 2018, an estimated $458K.
  • Investment House LLC first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2015 and held it in 8 quarters.
  • Investment House LLC's First Trust North American Energy Infrastructure Fund position peaked at $1.02M in Q2 2017.
  • 203 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2018.

Based on Investment House LLC's 13F filing for Q1 2018, filed 8 May 2018.