Vectors Research Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Vectors Research 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 Q2	–	Sell	-848	Closed	-$15K	–	458
2020 Q1	$15K	Hold	848	–	–	0.01%	254
2019 Q4	$22K	Hold	848	–	–	0.01%	256
2019 Q3	$22K	Hold	848	–	–	0.01%	222
2019 Q2	$21K	Hold	848	–	–	0.01%	216
2019 Q1	$21K	Buy	+848	New	+$20.1K	0.01%	217

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Vectors Research Management's EMLP Position: Q2 2020 in Review

Vectors Research Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2020, closing a stake of 848 shares — an estimated $15K sold.

Vectors Research Management first reported a position in EMLP in Q1 2019 and held it in 5 quarters. The position peaked at $22K in Q4 2019. 218 funds tracked by Wall St. Rank hold EMLP as of Q2 2020.

Vectors Research Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
Vectors Research Management sold 848 First Trust North American Energy Infrastructure Fund shares in Q2 2020, an estimated $15K.
Vectors Research Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2019 and held it in 5 quarters.
Vectors Research Management's First Trust North American Energy Infrastructure Fund position peaked at $22K in Q4 2019.
218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2020.

Based on Vectors Research Management's 13F filing for Q2 2020, filed 13 Aug 2020.