SHJ
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Sharkey, Howes & Javer’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Sharkey, Howes & Javer’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
2018
Q1 		– Sell
-20
Closed -$4K – 232
2017
Q4 		$4K Sell
20
-412
-95% -$10.1K ﹤0.01% 176
2017
Q3 		$11K Sell
432
-430
-50% -$10.7K 0.01% 147
2017
Q2 		$21K Hold
862
– – 0.01% 126
2017
Q1 		$22K Hold
862
– – 0.01% 133
2016
Q4 		$22K Hold
862
– – 0.01% 136
2016
Q3 		$22K Buy
+862
New +$21.5K 0.01% 129

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Bank of America
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Wells Fargo
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TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.61B AUM 1.86% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
GT
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return