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Smart Money Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Smart Money Group’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
-104,864
Closed -$2M – 65
2020
Q3 		$2M Buy
104,864
+52,159
+99% +$1.05M 0.86% 42
2020
Q2 		$1.05M Buy
52,705
+174
+0.3% +$3.51K 0.62% 41
2020
Q1 		$935K Buy
52,531
+1,013
+2% +$23.7K 0.66% 43
2019
Q4 		$1.31M Sell
51,518
-777
-1% -$19.3K 0.77% 36
2019
Q3 		$1.34M Sell
52,295
-89
-0.2% -$2.25K 1.07% 27
2019
Q2 		$1.32M Sell
52,384
-135
-0.3% -$3.36K 1.09% 28
2019
Q1 		$1.3M Buy
+52,519
New +$1.24M 1.13% 29

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
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
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
WF
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return