Squar Milner Financial Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-1,050	Closed	-$18K	–	354
2020 Q1	$18K	Sell	1,050 -50	-5%	-$1.17K	0.01%	481
2019 Q4	$28K	Buy	+1,100	New	+$27.4K	0.01%	475
2019 Q3	–	Sell	-1,050	Closed	-$26K	–	356
2019 Q2	$26K	Hold	1,050	–	–	0.02%	427
2019 Q1	$25K	Hold	1,050	–	–	0.02%	402
2018 Q4	$23K	Hold	1,050	–	–	0.02%	378
2018 Q3	$25K	Sell	1,050 -116	-10%	-$2.77K	0.02%	381
2018 Q2	$27K	Buy	+1,166	New	+$26.4K	0.02%	436

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

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

FIM

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

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

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

CIA

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

CAM

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

Squar Milner Financial Services's EMLP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2020, closing a stake of 1,050 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in EMLP in Q2 2018 and held it in 7 quarters. The position peaked at $28K in Q4 2019. 217 funds tracked by Wall St. Rank hold EMLP as of Q2 2020.

Squar Milner Financial Services reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,050 First Trust North American Energy Infrastructure Fund shares in Q2 2020, an estimated $18K.
Squar Milner Financial Services first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's First Trust North American Energy Infrastructure Fund position peaked at $28K in Q4 2019.
217 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.