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 $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

FIM

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

WAM

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

Winthrop Advisory Group's EMLP Position: Q2 2018 in Review

Winthrop Advisory Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2018, closing a stake of 4,066 shares — an estimated $91K sold.

Winthrop Advisory Group first reported a position in EMLP in Q4 2017 and held it in 2 quarters. The position peaked at $234K in Q4 2017. 200 funds tracked by Wall St. Rank hold EMLP as of Q2 2018.

Winthrop Advisory Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2018 after selling out during the quarter.
Winthrop Advisory Group sold 4,066 First Trust North American Energy Infrastructure Fund shares in Q2 2018, an estimated $91K.
Winthrop Advisory Group first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 2 quarters.
Winthrop Advisory Group's First Trust North American Energy Infrastructure Fund position peaked at $234K in Q4 2017.
200 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2018.

Based on Winthrop Advisory Group's 13F filing for Q2 2018, filed 7 Aug 2018.