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Whitney & Co’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Whitney & Co’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
-6,850
Closed -$159K – 207
2018
Q3 		$159K Buy
+6,850
New +$163K 0.04% 119

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 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
UBS Group
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
WF
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

Whitney & Co's EMLP Position: Q4 2018 in Review

Whitney & Co sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2018, closing a stake of 6,850 shares — an estimated $159K sold.

Whitney & Co first reported a position in EMLP in Q3 2018 and held it in 1 quarter. The position peaked at $159K in Q3 2018. 218 funds tracked by Wall St. Rank hold EMLP as of Q4 2018.

  • Whitney & Co reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 6,850 First Trust North American Energy Infrastructure Fund shares in Q4 2018, an estimated $159K.
  • Whitney & Co first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's First Trust North American Energy Infrastructure Fund position peaked at $159K in Q3 2018.
  • 218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.