Semmax Financial Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Semmax Financial Advisors’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 Q4	–	Sell	-206	Closed	-$4K	–	249
2020 Q3	$4K	Hold	206	–	–	﹤0.01%	180
2020 Q2	$4K	Hold	206	–	–	﹤0.01%	196
2020 Q1	$4K	Sell	206 -157	-43%	-$3.67K	﹤0.01%	192
2019 Q4	$9K	Sell	363 -95	-21%	-$2.36K	0.01%	183
2019 Q3	$12K	Buy	458 +87	+23%	+$2.2K	0.01%	163
2019 Q2	$9K	Sell	371 -23,312	-98%	-$580K	0.01%	189
2019 Q1	$586K	Buy	23,683 +6,891	+41%	+$163K	0.41%	69
2018 Q4	$360K	Buy	+16,792	New	+$385K	0.28%	80

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

CAM

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

CIA

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

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

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

Semmax Financial Advisors's EMLP Position: Q4 2020 in Review

Semmax Financial Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2020, closing a stake of 206 shares — an estimated $4K sold.

Semmax Financial Advisors first reported a position in EMLP in Q4 2018 and held it in 8 quarters. The position peaked at $586K in Q1 2019. 231 funds tracked by Wall St. Rank hold EMLP as of Q4 2020.

Semmax Financial Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
Semmax Financial Advisors sold 206 First Trust North American Energy Infrastructure Fund shares in Q4 2020, an estimated $4K.
Semmax Financial Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2018 and held it in 8 quarters.
Semmax Financial Advisors's First Trust North American Energy Infrastructure Fund position peaked at $586K in Q1 2019.
231 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2020.

Based on Semmax Financial Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.