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Tru Independence Asset Management 2’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Tru Independence Asset Management 2’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
2022
Q2 		– Sell
-63,317
Closed -$1.75M – 78
2022
Q1 		$1.75M Buy
+63,317
New +$1.64M 1.01% 19

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Tru Independence Asset Management 2's EMLP Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2022, closing a stake of 63,317 shares — an estimated $1.75M sold.

Tru Independence Asset Management 2 first reported a position in EMLP in Q1 2022 and held it in 1 quarter. The position peaked at $1.75M in Q1 2022. 272 funds tracked by Wall St. Rank hold EMLP as of Q2 2022.

  • Tru Independence Asset Management 2 reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2022 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 63,317 First Trust North American Energy Infrastructure Fund shares in Q2 2022, an estimated $1.75M.
  • Tru Independence Asset Management 2 first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2022 and held it in 1 quarter.
  • Tru Independence Asset Management 2's First Trust North American Energy Infrastructure Fund position peaked at $1.75M in Q1 2022.
  • 272 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.