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

Ironwood Financial’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
Q4 		– Sell
-465
Closed -$11K – 237
2021
Q3 		$11K Hold
465
– – ﹤0.01% 356
2021
Q2 		$11K Hold
465
– – ﹤0.01% 353
2021
Q1 		$11K Hold
465
– – ﹤0.01% 326
2020
Q4 		$10K Buy
+465
New +$9.66K ﹤0.01% 315

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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ironwood Financial's EMLP Position: Q4 2021 in Review

Ironwood Financial sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2021, closing a stake of 465 shares — an estimated $11K sold.

Ironwood Financial first reported a position in EMLP in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 257 funds tracked by Wall St. Rank hold EMLP as of Q4 2021.

  • Ironwood Financial reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 465 First Trust North American Energy Infrastructure Fund shares in Q4 2021, an estimated $11K.
  • Ironwood Financial first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2020 and held it in 4 quarters.
  • Ironwood Financial's First Trust North American Energy Infrastructure Fund position peaked at $11K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.