MGO One Seven’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

MGO One Seven’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	-15,434	Closed	-$417K	–	854
2023 Q2	$417K	Hold	15,434	–	–	0.04%	470
2023 Q1	$411K	Sell	15,434 -2	-0%	-$54	0.03%	541
2022 Q4	$412K	Sell	15,436 -194	-1%	-$5.15K	0.04%	459
2022 Q3	$388	Hold	15,630	–	–	0.02%	462
2022 Q2	$402K	Buy	15,630 +920	+6%	+$25K	0.06%	381
2022 Q1	$407K	Buy	+14,710	New	+$381K	0.04%	420
2019 Q1	–	Sell	-2,673	Closed	-$57K	–	741
2018 Q4	$57K	Buy	+2,673	New	+$61.3K	0.02%	596
2018 Q1	$63K	Buy	2,865 +363	+15%	+$8.52K	0.03%	547
2017 Q4	$61K	Buy	+2,502	New	+$61.6K	0.03%	554

Other funds holding EMLP

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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