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Parkside Financial Bank & Trust’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Parkside Financial Bank & Trust’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
2018
Q1 		– Sell
-1,880
Closed -$46K – 1464
2017
Q4 		$46K Hold
1,880
– – 0.02% 375
2017
Q3 		$47K Buy
+1,880
New +$46.8K 0.02% 356

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Parkside Financial Bank & Trust's EMLP Position: Q1 2018 in Review

Parkside Financial Bank & Trust sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2018, closing a stake of 1,880 shares — an estimated $46K sold.

Parkside Financial Bank & Trust first reported a position in EMLP in Q3 2017 and held it in 2 quarters. The position peaked at $47K in Q3 2017. 203 funds tracked by Wall St. Rank hold EMLP as of Q1 2018.

  • Parkside Financial Bank & Trust reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2018 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,880 First Trust North American Energy Infrastructure Fund shares in Q1 2018, an estimated $46K.
  • Parkside Financial Bank & Trust first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2017 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's First Trust North American Energy Infrastructure Fund position peaked at $47K in Q3 2017.
  • 203 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2018.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2018, filed 2 May 2018.