Mark Sheptoff Financial Planning’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-59	Closed	-$1K	–	374
2017 Q2	$1K	Sell	59 -1	-2%	-$25	﹤0.01%	351
2017 Q1	$1K	Buy	60 +1	+2%	+$25	﹤0.01%	351
2016 Q4	$1K	Sell	59 -170	-74%	-$4.2K	﹤0.01%	339
2016 Q3	$6K	Buy	+229	New	+$5.71K	﹤0.01%	281

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mark Sheptoff Financial Planning's EMLP Position: Q3 2017 in Review

Mark Sheptoff Financial Planning sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2017, closing a stake of 59 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in EMLP in Q3 2016 and held it in 4 quarters. The position peaked at $6K in Q3 2016. 160 funds tracked by Wall St. Rank hold EMLP as of Q3 2017.

Mark Sheptoff Financial Planning reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2017 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 59 First Trust North American Energy Infrastructure Fund shares in Q3 2017, an estimated $1K.
Mark Sheptoff Financial Planning first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2016 and held it in 4 quarters.
Mark Sheptoff Financial Planning's First Trust North American Energy Infrastructure Fund position peaked at $6K in Q3 2016.
160 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2017, filed 9 Nov 2017.