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Lake Point Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-68
Closed -$1K – 729
2018
Q4 		$1K Buy
+68
New +$1.56K ﹤0.01% 751

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
A
AdvicePeriod Los Angeles, California $1.54B AUM 29.32% 1-Year Est. Return

Lake Point Wealth Management's EMLP Position: Q1 2019 in Review

Lake Point Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2019, closing a stake of 68 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in EMLP in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 211 funds tracked by Wall St. Rank hold EMLP as of Q1 2019.

  • Lake Point Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 68 First Trust North American Energy Infrastructure Fund shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $1K in Q4 2018.
  • 211 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.