SW
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SteelPeak Wealth’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

SteelPeak Wealth’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
Q1 		– Sell
-17,924
Closed -$457K – 264
2019
Q4 		$457K Buy
+17,924
New +$446K 0.06% 174

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
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
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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

SteelPeak Wealth's EMLP Position: Q1 2020 in Review

SteelPeak Wealth sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2020, closing a stake of 17,924 shares — an estimated $457K sold.

SteelPeak Wealth first reported a position in EMLP in Q4 2019 and held it in 1 quarter. The position peaked at $457K in Q4 2019. 236 funds tracked by Wall St. Rank hold EMLP as of Q1 2020.

  • SteelPeak Wealth reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
  • SteelPeak Wealth sold 17,924 First Trust North American Energy Infrastructure Fund shares in Q1 2020, an estimated $457K.
  • SteelPeak Wealth first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and held it in 1 quarter.
  • SteelPeak Wealth's First Trust North American Energy Infrastructure Fund position peaked at $457K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2020.

Based on SteelPeak Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.