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Mountain Capital Investment Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Mountain Capital Investment 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
Q3 		– Sell
-798
Closed -$20K – 513
2017
Q2 		$20K Buy
+798
New +$19.9K 0.02% 207

Other funds holding EMLP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
WF
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mountain Capital Investment Advisors's EMLP Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2017, closing a stake of 798 shares — an estimated $20K sold.

Mountain Capital Investment Advisors first reported a position in EMLP in Q2 2017 and held it in 1 quarter. The position peaked at $20K in Q2 2017. 160 funds tracked by Wall St. Rank hold EMLP as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 798 First Trust North American Energy Infrastructure Fund shares in Q3 2017, an estimated $20K.
  • Mountain Capital Investment Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's First Trust North American Energy Infrastructure Fund position peaked at $20K in Q2 2017.
  • 160 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.