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Loring Wolcott & Coolidge Fiduciary Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2017
Q4 		– Sell
-995
Closed -$25K – 777
2017
Q3 		$25K Buy
+995
New +$24.8K ﹤0.01% 481

Other funds holding EMLP

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UBS Group
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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
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EMLP Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2017, closing a stake of 995 shares — an estimated $25K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EMLP in Q3 2017 and held it in 1 quarter. The position peaked at $25K in Q3 2017. 202 funds tracked by Wall St. Rank hold EMLP as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 995 First Trust North American Energy Infrastructure Fund shares in Q4 2017, an estimated $25K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's First Trust North American Energy Infrastructure Fund position peaked at $25K in Q3 2017.
  • 202 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.