PCM
EMLP icon

Parsons Capital Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Parsons Capital Management’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
2019
Q4 		– Sell
-8,000
Closed -$205K – 353
2019
Q3 		$205K Buy
+8,000
New +$202K 0.02% 328

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

Parsons Capital Management's EMLP Position: Q4 2019 in Review

Parsons Capital Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2019, closing a stake of 8,000 shares — an estimated $205K sold.

Parsons Capital Management first reported a position in EMLP in Q3 2019 and held it in 1 quarter. The position peaked at $205K in Q3 2019. 259 funds tracked by Wall St. Rank hold EMLP as of Q4 2019.

  • Parsons Capital Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2019 after selling out during the quarter.
  • Parsons Capital Management sold 8,000 First Trust North American Energy Infrastructure Fund shares in Q4 2019, an estimated $205K.
  • Parsons Capital Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2019 and held it in 1 quarter.
  • Parsons Capital Management's First Trust North American Energy Infrastructure Fund position peaked at $205K in Q3 2019.
  • 259 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2019.

Based on Parsons Capital Management's 13F filing for Q4 2019, filed 3 Feb 2020.