Sargent Bickham Lagudis’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-500	Closed	-$12K	–	768
2019 Q1	$12K	Hold	500	–	–	﹤0.01%	584
2018 Q4	$11K	Hold	500	–	–	﹤0.01%	570
2018 Q3	$12K	Hold	500	–	–	﹤0.01%	579
2018 Q2	$12K	Hold	500	–	–	﹤0.01%	557
2018 Q1	$11K	Hold	500	–	–	﹤0.01%	553
2017 Q4	$12K	Hold	500	–	–	﹤0.01%	574
2017 Q3	$12K	Hold	500	–	–	﹤0.01%	577
2017 Q2	$12K	Hold	500	–	–	﹤0.01%	545
2017 Q1	$13K	Hold	500	–	–	﹤0.01%	551
2016 Q4	$13K	Sell	500 -700	-58%	-$17.3K	﹤0.01%	525
2016 Q3	$30	Buy	+1,200	New	+$29.9K	﹤0.01%	425

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

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

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

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

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

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

AdvicePeriod Los Angeles, California $1.54B AUM 29.32% 1-Year Est. Return