Jackson Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Jackson Wealth Management’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
2015 Q2	–	Sell	-57,995	Closed	-$1.56M	–	107
2015 Q1	$1.56M	Sell	57,995 -4,562	-7%	-$125K	0.5%	71
2014 Q4	$1.76M	Buy	+62,557	New	+$1.72M	0.57%	57

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Jackson Wealth Management's EMLP Position: Q2 2015 in Review

Jackson Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2015, closing a stake of 57,995 shares — an estimated $1.56M sold.

Jackson Wealth Management first reported a position in EMLP in Q4 2014 and held it in 2 quarters. The position peaked at $1.76M in Q4 2014. 92 funds tracked by Wall St. Rank hold EMLP as of Q2 2015.

Jackson Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2015 after selling out during the quarter.
Jackson Wealth Management sold 57,995 First Trust North American Energy Infrastructure Fund shares in Q2 2015, an estimated $1.56M.
Jackson Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2014 and held it in 2 quarters.
Jackson Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $1.76M in Q4 2014.
92 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2015.

Based on Jackson Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.