Lavaca Capital’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Lavaca Capital’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 Q2	–	Sell	-810	Closed	-$20K	–	171
2019 Q1	$20K	Hold	810	–	–	0.02%	215
2018 Q4	$17K	Buy	+810	New	+$18.6K	0.02%	199

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FIM

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

WAM

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Lavaca Capital's EMLP Position: Q2 2019 in Review

Lavaca Capital sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2019, closing a stake of 810 shares — an estimated $20K sold.

Lavaca Capital first reported a position in EMLP in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 209 funds tracked by Wall St. Rank hold EMLP as of Q2 2019.

Lavaca Capital reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
Lavaca Capital sold 810 First Trust North American Energy Infrastructure Fund shares in Q2 2019, an estimated $20K.
Lavaca Capital first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2018 and held it in 2 quarters.
Lavaca Capital's First Trust North American Energy Infrastructure Fund position peaked at $20K in Q1 2019.
209 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.