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

LBA 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
2016
Q4 		– Sell
-602
Closed -$15K – 462
2016
Q3 		$15K Buy
+602
New +$15K 0.01% 285

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

LBA Wealth Management's EMLP Position: Q4 2016 in Review

LBA Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2016, closing a stake of 602 shares — an estimated $15K sold.

LBA Wealth Management first reported a position in EMLP in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 145 funds tracked by Wall St. Rank hold EMLP as of Q4 2016.

  • LBA Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 602 First Trust North American Energy Infrastructure Fund shares in Q4 2016, an estimated $15K.
  • LBA Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2016 and held it in 1 quarter.
  • LBA Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $15K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.