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Sugarloaf Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Sugarloaf Wealth 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
Q1 		– Sell
-1,305
Closed -$33K – 698
2019
Q4 		$33K Buy
+1,305
New +$32.5K 0.01% 298

Other funds holding EMLP

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TA
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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

Sugarloaf Wealth Management's EMLP Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2020, closing a stake of 1,305 shares — an estimated $33K sold.

Sugarloaf Wealth Management first reported a position in EMLP in Q4 2019 and held it in 1 quarter. The position peaked at $33K in Q4 2019. 236 funds tracked by Wall St. Rank hold EMLP as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,305 First Trust North American Energy Infrastructure Fund shares in Q1 2020, an estimated $33K.
  • Sugarloaf Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $33K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.