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Mariner Wealth Advisors (NYC)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$53K Buy
+1,977
New +$54.2K 0.03% 150

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s EMLP Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2015: 1,977 shares worth $53K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings.

97 funds tracked by Wall St. Rank hold EMLP as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 1,977 shares of First Trust North American Energy Infrastructure Fund worth $53K as of Q1 2015.
  • First Trust North American Energy Infrastructure Fund was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • First Trust North American Energy Infrastructure Fund made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #150 holding.
  • 97 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.