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

WealthOne’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
2019 Q1	–	Sell	-109	Closed	-$2K	–	204
2018 Q4	$2K	Buy	+109	New	+$2.5K	﹤0.01%	557

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

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

FIM

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

WealthOne's EMLP Position: Q1 2019 in Review

WealthOne sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2019, closing a stake of 109 shares — an estimated $2K sold.

WealthOne first reported a position in EMLP in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 211 funds tracked by Wall St. Rank hold EMLP as of Q1 2019.

WealthOne reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2019 after selling out during the quarter.
WealthOne sold 109 First Trust North American Energy Infrastructure Fund shares in Q1 2019, an estimated $2K.
WealthOne first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2018 and held it in 1 quarter.
WealthOne's First Trust North American Energy Infrastructure Fund position peaked at $2K in Q4 2018.
211 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.