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

WesBanco Bank’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
2018 Q4	–	Sell	-16,701	Closed	-$392K	–	499
2018 Q3	$392K	Sell	16,701 -1,866	-10%	-$44.5K	0.02%	397
2018 Q2	$431K	Hold	18,567	–	–	0.02%	385
2018 Q1	$407K	Hold	18,567	–	–	0.02%	395
2017 Q4	$456K	Buy	+18,567	New	+$457K	0.03%	270

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

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

FIM

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

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

WAM

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

CIA

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

WesBanco Bank's EMLP Position: Q4 2018 in Review

WesBanco Bank sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2018, closing a stake of 16,701 shares — an estimated $392K sold.

WesBanco Bank first reported a position in EMLP in Q4 2017 and held it in 4 quarters. The position peaked at $456K in Q4 2017. 218 funds tracked by Wall St. Rank hold EMLP as of Q4 2018.

WesBanco Bank reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
WesBanco Bank sold 16,701 First Trust North American Energy Infrastructure Fund shares in Q4 2018, an estimated $392K.
WesBanco Bank first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 4 quarters.
WesBanco Bank's First Trust North American Energy Infrastructure Fund position peaked at $456K in Q4 2017.
218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2018.

Based on WesBanco Bank's 13F filing for Q4 2018, filed 5 Feb 2019.