Laird Norton Wetherby Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Laird Norton Wetherby 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
2020 Q2	–	Sell	-163,062	Closed	-$2.9M	–	728
2020 Q1	$2.9M	Sell	163,062 -3,086	-2%	-$72.2K	0.33%	65
2019 Q4	$4.24M	Sell	166,148 -11,478	-6%	-$286K	0.42%	45
2019 Q3	$4.54M	Buy	177,626 +1,271	+0.7%	+$32.1K	0.47%	39
2019 Q2	$4.43M	Buy	176,355 +95	+0.1%	+$2.36K	0.49%	34
2019 Q1	$4.36M	Sell	176,260 -505	-0.3%	-$12K	0.54%	35
2018 Q4	$3.79M	Sell	176,765 -17,408	-9%	-$399K	0.54%	36
2018 Q3	$4.55M	Sell	194,173 -10,027	-5%	-$239K	0.56%	29
2018 Q2	$4.74M	Sell	204,200 -655	-0.3%	-$14.8K	0.64%	26
2018 Q1	$4.49M	Buy	204,855 +111	+0.1%	+$2.61K	0.62%	25
2017 Q4	$5.03M	Buy	204,744 +110	+0.1%	+$2.71K	0.7%	19
2017 Q3	$5.08M	Buy	+204,634	New	+$5.09M	0.75%	19

Other funds holding EMLP

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

FIM

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EMLP Position: Q2 2020 in Review

Laird Norton Wetherby Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2020, closing a stake of 163,062 shares — an estimated $2.9M sold.

Laird Norton Wetherby Wealth Management first reported a position in EMLP in Q3 2017 and held it in 11 quarters. The position peaked at $5.08M in Q3 2017. 217 funds tracked by Wall St. Rank hold EMLP as of Q2 2020.

Laird Norton Wetherby Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 163,062 First Trust North American Energy Infrastructure Fund shares in Q2 2020, an estimated $2.9M.
Laird Norton Wetherby Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2017 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $5.08M in Q3 2017.
217 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.