Winthrop Advisory Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Winthrop Advisory Group’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 Q2	–	Sell	-4,066	Closed	-$91K	–	83
2018 Q1	$91K	Sell	4,066 -5,479	-57%	-$129K	0.06%	78
2017 Q4	$234K	Buy	+9,545	New	+$235K	0.17%	69

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

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

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM