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Roble Belko & Company’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Roble Belko & Company’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
Q3 		– Sell
-160
Closed -$3K – 323
2020
Q2 		$3K Buy
+160
New +$3.23K ﹤0.01% 292

Other funds holding EMLP

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TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Roble Belko & Company's EMLP Position: Q3 2020 in Review

Roble Belko & Company sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2020, closing a stake of 160 shares — an estimated $3K sold.

Roble Belko & Company first reported a position in EMLP in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 218 funds tracked by Wall St. Rank hold EMLP as of Q3 2020.

  • Roble Belko & Company reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
  • Roble Belko & Company sold 160 First Trust North American Energy Infrastructure Fund shares in Q3 2020, an estimated $3K.
  • Roble Belko & Company first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2020 and held it in 1 quarter.
  • Roble Belko & Company's First Trust North American Energy Infrastructure Fund position peaked at $3K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2020.

Based on Roble Belko & Company's 13F filing for Q3 2020, filed 10 Nov 2020.