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

OneDigital 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
2022
Q1 		– Sell
-17,241
Closed -$430K – 778
2021
Q4 		$430K Buy
17,241
+533
+3% +$13.2K 0.02% 493
2021
Q3 		$395K Sell
16,708
-870
-5% -$21.2K 0.02% 488
2021
Q2 		$430K Buy
17,578
+6,644
+61% +$161K 0.02% 452
2021
Q1 		$249K Sell
10,934
-1,436
-12% -$31.7K 0.01% 556
2020
Q4 		$259K Sell
12,370
-5,620
-31% -$117K 0.01% 523
2020
Q3 		$343K Sell
17,990
-9,431
-34% -$191K 0.02% 386
2020
Q2 		$547K Sell
27,421
-9,905
-27% -$200K 0.04% 294
2020
Q1 		$664K Buy
37,326
+427
+1% +$9.99K 0.06% 241
2019
Q4 		$941K Buy
36,899
+5,172
+16% +$129K 0.07% 202
2019
Q3 		$812K Buy
31,727
+2,221
+8% +$56.1K 0.07% 200
2019
Q2 		$742K Buy
29,506
+4,998
+20% +$124K 0.06% 197
2019
Q1 		$606K Buy
+24,508
New +$581K 0.09% 152

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

OneDigital Investment Advisors's EMLP Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2022, closing a stake of 17,241 shares — an estimated $430K sold.

OneDigital Investment Advisors first reported a position in EMLP in Q1 2019 and held it in 12 quarters. The position peaked at $941K in Q4 2019. 272 funds tracked by Wall St. Rank hold EMLP as of Q1 2022.

  • OneDigital Investment Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 17,241 First Trust North American Energy Infrastructure Fund shares in Q1 2022, an estimated $430K.
  • OneDigital Investment Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2019 and held it in 12 quarters.
  • OneDigital Investment Advisors's First Trust North American Energy Infrastructure Fund position peaked at $941K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.