Riggs Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Riggs Asset 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
2020 Q2	–	Sell	-3,465	Closed	-$61K	–	252
2020 Q1	$61K	Sell	3,465 -208	-6%	-$4.87K	0.04%	89
2019 Q4	$94K	Sell	3,673 -862	-19%	-$21.4K	0.04%	95
2019 Q3	$116K	Hold	4,535	–	–	0.06%	79
2019 Q2	$114K	Hold	4,535	–	–	0.06%	80
2019 Q1	$112K	Sell	4,535 -2,643	-37%	-$62.6K	0.08%	76
2018 Q4	$154K	Hold	7,178	–	–	0.11%	57
2018 Q3	$168K	Hold	7,178	–	–	0.08%	58
2018 Q2	$167K	Sell	7,178 -423	-6%	-$9.56K	0.07%	61
2018 Q1	$166K	Hold	7,601	–	–	0.07%	66
2017 Q4	$187K	Sell	7,601 -593	-7%	-$14.6K	0.08%	65
2017 Q3	$203K	Sell	8,194 -624	-7%	-$15.5K	0.09%	60
2017 Q2	$216K	Buy	8,818 +7,764	+737%	+$194K	0.1%	60
2017 Q1	$27K	Hold	1,054	–	–	0.01%	148
2016 Q4	$27K	Hold	1,054	–	–	0.01%	144
2016 Q3	$27K	Hold	1,054	–	–	0.01%	143
2016 Q2	$26K	Hold	1,054	–	–	0.01%	146
2016 Q1	$23K	Buy	+1,054	New	+$21.4K	0.02%	135

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return