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

Peak 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
2018
Q3 		– Sell
-200
Closed -$5K – 95
2018
Q2 		$5K Buy
+200
New +$4.52K ﹤0.01% 155

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
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Peak Capital Management's EMLP Position: Q3 2018 in Review

Peak Capital Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2018, closing a stake of 200 shares — an estimated $5K sold.

Peak Capital Management first reported a position in EMLP in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 204 funds tracked by Wall St. Rank hold EMLP as of Q3 2018.

  • Peak Capital Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 200 First Trust North American Energy Infrastructure Fund shares in Q3 2018, an estimated $5K.
  • Peak Capital Management first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2018 and held it in 1 quarter.
  • Peak Capital Management's First Trust North American Energy Infrastructure Fund position peaked at $5K in Q2 2018.
  • 204 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.