LMKC
EMLP icon

L.M. Kohn & Company’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

L.M. Kohn & Company’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
2024
Q3 		– Sell
-6,800
Closed -$207K – 288
2024
Q2 		$207K Sell
6,800
-200
-3% -$6.01K 0.06% 250
2024
Q1 		$207K Buy
+7,000
New +$195K 0.06% 247
2023
Q3 		– Sell
-8,703
Closed -$235K – 241
2023
Q2 		$235K Hold
8,703
– – 0.09% 194
2023
Q1 		$232K Hold
8,703
– – 0.1% 189
2022
Q4 		$232K Hold
8,703
– – 0.11% 188
2022
Q3 		$217K Sell
8,703
-2,000
-19% -$54.4K 0.11% 184
2022
Q2 		$276K Hold
10,703
– – 0.13% 172
2022
Q1 		$297K Buy
+10,703
New +$277K 0.11% 186

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AG
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GT
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Wells Fargo
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CAM
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LPL Financial
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WANY
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return