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

Litman Gregory 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
2018
Q2 		– Sell
-2,700
Closed -$59K – 120
2018
Q1 		$59K Buy
+2,700
New +$63.4K 0.02% 88

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Litman Gregory Wealth Management's EMLP Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2018, closing a stake of 2,700 shares — an estimated $59K sold.

Litman Gregory Wealth Management first reported a position in EMLP in Q1 2018 and held it in 1 quarter. The position peaked at $59K in Q1 2018. 201 funds tracked by Wall St. Rank hold EMLP as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,700 First Trust North American Energy Infrastructure Fund shares in Q2 2018, an estimated $59K.
  • Litman Gregory Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $59K in Q1 2018.
  • 201 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.