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	$30K	Buy	+1,200	New	+$29.9K	﹤0.01%	425

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FIM

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

WAM

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Sargent Bickham Lagudis's EMLP Position: Q2 2019 in Review

Sargent Bickham Lagudis sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2019, closing a stake of 500 shares — an estimated $12K sold.

Sargent Bickham Lagudis first reported a position in EMLP in Q3 2016 and held it in 11 quarters. The position peaked at $30K in Q3 2016. 209 funds tracked by Wall St. Rank hold EMLP as of Q2 2019.

Sargent Bickham Lagudis reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 500 First Trust North American Energy Infrastructure Fund shares in Q2 2019, an estimated $12K.
Sargent Bickham Lagudis first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2016 and held it in 11 quarters.
Sargent Bickham Lagudis's First Trust North American Energy Infrastructure Fund position peaked at $30K in Q3 2016.
209 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2019, filed 13 Sep 2021.