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KCS Wealth Advisory’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

KCS Wealth Advisory’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
-11,069
Closed -$272K – 171
2017
Q4 		$272K Buy
+11,069
New +$273K 0.26% 130

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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

KCS Wealth Advisory's EMLP Position: Q1 2018 in Review

KCS Wealth Advisory sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2018, closing a stake of 11,069 shares — an estimated $272K sold.

KCS Wealth Advisory first reported a position in EMLP in Q4 2017 and held it in 1 quarter. The position peaked at $272K in Q4 2017. 203 funds tracked by Wall St. Rank hold EMLP as of Q1 2018.

  • KCS Wealth Advisory reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2018 after selling out during the quarter.
  • KCS Wealth Advisory sold 11,069 First Trust North American Energy Infrastructure Fund shares in Q1 2018, an estimated $272K.
  • KCS Wealth Advisory first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 1 quarter.
  • KCS Wealth Advisory's First Trust North American Energy Infrastructure Fund position peaked at $272K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2018.

Based on KCS Wealth Advisory's 13F filing for Q1 2018, filed 4 May 2018.