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Richard C. Young & Co’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Richard C. Young & Co’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
2020
Q1 		– Sell
-38,327
Closed -$977K – 77
2019
Q4 		$977K Buy
+38,327
New +$953K 0.16% 64

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
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Richard C. Young & Co's EMLP Position: Q1 2020 in Review

Richard C. Young & Co sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2020, closing a stake of 38,327 shares — an estimated $977K sold.

Richard C. Young & Co first reported a position in EMLP in Q4 2019 and held it in 1 quarter. The position peaked at $977K in Q4 2019. 236 funds tracked by Wall St. Rank hold EMLP as of Q1 2020.

  • Richard C. Young & Co reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
  • Richard C. Young & Co sold 38,327 First Trust North American Energy Infrastructure Fund shares in Q1 2020, an estimated $977K.
  • Richard C. Young & Co first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and held it in 1 quarter.
  • Richard C. Young & Co's First Trust North American Energy Infrastructure Fund position peaked at $977K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2020.

Based on Richard C. Young & Co's 13F filing for Q1 2020, filed 11 May 2020.