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Sonora Investment Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Sonora Investment Management’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
-92
Closed -$2K – 1708
2020
Q3 		$2K Hold
92
– – ﹤0.01% 1628
2020
Q2 		$2K Hold
92
– – ﹤0.01% 1570
2020
Q1 		$2K Hold
92
– – ﹤0.01% 1471
2019
Q4 		$2K Buy
+92
New +$2.29K ﹤0.01% 1571

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

Sonora Investment Management's EMLP Position: Q4 2020 in Review

Sonora Investment Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2020, closing a stake of 92 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in EMLP in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 231 funds tracked by Wall St. Rank hold EMLP as of Q4 2020.

  • Sonora Investment Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 92 First Trust North American Energy Infrastructure Fund shares in Q4 2020, an estimated $2K.
  • Sonora Investment Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and held it in 4 quarters.
  • Sonora Investment Management's First Trust North American Energy Infrastructure Fund position peaked at $2K in Q3 2020.
  • 231 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.