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

Strategic Capital 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
2014 Q2	$4.36M	Buy	+161,155	New	+$4.11M	1.36%	22

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Capital Group's EMLP Position: Q2 2014 in Review

Strategic Capital Group opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2014: 161,155 shares worth $4.36M. The stake represents 1.36% of the portfolio and ranks #22 among its holdings.

67 funds tracked by Wall St. Rank hold EMLP as of Q2 2014.

Strategic Capital Group held 161,155 shares of First Trust North American Energy Infrastructure Fund worth $4.36M as of Q2 2014.
First Trust North American Energy Infrastructure Fund was a new Strategic Capital Group position in Q2 2014.
First Trust North American Energy Infrastructure Fund made up 1.36% of Strategic Capital Group's portfolio in Q2 2014, its #22 holding.
67 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.