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Strategic Blueprint’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-385
Closed -$9K – 646
2021
Q2 		$9K Buy
+385
New +$9.33K ﹤0.01% 983
2020
Q1 		– Sell
-65,561
Closed -$1.67M – 129
2019
Q4 		$1.67M Sell
65,561
-343
-0.5% -$8.53K 1.15% 34
2019
Q3 		$1.69M Buy
+65,904
New +$1.67M 1.27% 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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Strategic Blueprint's EMLP Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2021, closing a stake of 385 shares — an estimated $9K sold.

Strategic Blueprint first reported a position in EMLP in Q3 2019 and held it in 3 quarters. The position peaked at $1.69M in Q3 2019. 230 funds tracked by Wall St. Rank hold EMLP as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 385 First Trust North American Energy Infrastructure Fund shares in Q3 2021, an estimated $9K.
  • Strategic Blueprint first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2019 and held it in 3 quarters.
  • Strategic Blueprint's First Trust North American Energy Infrastructure Fund position peaked at $1.69M in Q3 2019.
  • 230 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.