Kistler-Tiffany Companies’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Kistler-Tiffany Companies’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
2017 Q1	–	Sell	-790	Closed	-$20K	–	517
2016 Q4	$20K	Hold	790	–	–	0.01%	349
2016 Q3	$20K	Hold	790	–	–	0.01%	362
2016 Q2	$19K	Buy	+790	New	+$18.2K	0.01%	361

Other funds holding EMLP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

FIM

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Kistler-Tiffany Companies's EMLP Position: Q1 2017 in Review

Kistler-Tiffany Companies sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2017, closing a stake of 790 shares — an estimated $20K sold.

Kistler-Tiffany Companies first reported a position in EMLP in Q2 2016 and held it in 3 quarters. The position peaked at $20K in Q4 2016. 145 funds tracked by Wall St. Rank hold EMLP as of Q1 2017.

Kistler-Tiffany Companies reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2017 after selling out during the quarter.
Kistler-Tiffany Companies sold 790 First Trust North American Energy Infrastructure Fund shares in Q1 2017, an estimated $20K.
Kistler-Tiffany Companies first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2016 and held it in 3 quarters.
Kistler-Tiffany Companies's First Trust North American Energy Infrastructure Fund position peaked at $20K in Q4 2016.
145 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2017.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2017, filed 4 May 2017.