KIG
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Kessler Investment Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Kessler Investment Group’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
2013
Q4 		– Sell
-1,162
Closed -$27K – 126
2013
Q3 		$27K Buy
+1,162
New +$27.1K 0.07% 81

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kessler Investment Group's EMLP Position: Q4 2013 in Review

Kessler Investment Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2013, closing a stake of 1,162 shares — an estimated $27K sold.

Kessler Investment Group first reported a position in EMLP in Q3 2013 and held it in 1 quarter. The position peaked at $27K in Q3 2013. 50 funds tracked by Wall St. Rank hold EMLP as of Q4 2013.

  • Kessler Investment Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 1,162 First Trust North American Energy Infrastructure Fund shares in Q4 2013, an estimated $27K.
  • Kessler Investment Group first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's First Trust North American Energy Infrastructure Fund position peaked at $27K in Q3 2013.
  • 50 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.