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Westside Investment Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Westside Investment 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
2017
Q4 		– Sell
-600
Closed -$15K – 850
2017
Q3 		$15K Hold
600
– – 0.01% 458
2017
Q2 		$14.7K Hold
600
– – 0.01% 445
2017
Q1 		$15.2K Buy
+600
New +$15.2K 0.01% 405

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Westside Investment Management's EMLP Position: Q4 2017 in Review

Westside Investment Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2017, closing a stake of 600 shares — an estimated $15K sold.

Westside Investment Management first reported a position in EMLP in Q1 2017 and held it in 3 quarters. The position peaked at $15.2K in Q1 2017. 202 funds tracked by Wall St. Rank hold EMLP as of Q4 2017.

  • Westside Investment Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2017 after selling out during the quarter.
  • Westside Investment Management sold 600 First Trust North American Energy Infrastructure Fund shares in Q4 2017, an estimated $15K.
  • Westside Investment Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2017 and held it in 3 quarters.
  • Westside Investment Management's First Trust North American Energy Infrastructure Fund position peaked at $15.2K in Q1 2017.
  • 202 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2017.

Based on Westside Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.