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

Maripau 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
2023 Q3	–	Sell	-8,132	Closed	-$220K	–	104
2023 Q2	$220K	Sell	8,132 -967	-11%	-$26K	0.2%	89
2023 Q1	$242K	Sell	9,099 -231	-2%	-$6.21K	0.25%	70
2022 Q4	$253K	Sell	9,330 -320	-3%	-$8.5K	0.26%	66
2022 Q3	$258K	Sell	9,650 -1,336	-12%	-$36.3K	0.28%	66
2022 Q2	$305K	Sell	10,986 -103	-0.9%	-$2.8K	0.33%	60
2022 Q1	$308K	Sell	11,089 -1,089	-9%	-$28.2K	0.28%	64
2021 Q4	$308K	Buy	+12,178	New	+$301K	0.29%	67

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

CIA

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

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Maripau Wealth Management's EMLP Position: Q3 2023 in Review

Maripau Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2023, closing a stake of 8,132 shares — an estimated $220K sold.

Maripau Wealth Management first reported a position in EMLP in Q4 2021 and held it in 7 quarters. The position peaked at $308K in Q1 2022. 282 funds tracked by Wall St. Rank hold EMLP as of Q3 2023.

Maripau Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2023 after selling out during the quarter.
Maripau Wealth Management sold 8,132 First Trust North American Energy Infrastructure Fund shares in Q3 2023, an estimated $220K.
Maripau Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2021 and held it in 7 quarters.
Maripau Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $308K in Q1 2022.
282 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2023.

Based on Maripau Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.