tru Independence’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

tru Independence’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	-645	Closed	-$12K	–	746
2019 Q4	$12K	Buy	+645	New	+$16K	﹤0.01%	540

Other funds holding EMLP

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

tru Independence's EMLP Position: Q1 2020 in Review

tru Independence sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2020, closing a stake of 645 shares — an estimated $12K sold.

tru Independence first reported a position in EMLP in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 236 funds tracked by Wall St. Rank hold EMLP as of Q1 2020.

tru Independence reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
tru Independence sold 645 First Trust North American Energy Infrastructure Fund shares in Q1 2020, an estimated $12K.
tru Independence first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and held it in 1 quarter.
tru Independence's First Trust North American Energy Infrastructure Fund position peaked at $12K in Q4 2019.
236 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2020.

Based on tru Independence's 13F filing for Q1 2020, filed 19 May 2020.