Woodard & Company Asset Management Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Woodard & Company Asset Management 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 Q4	–	Sell	-245	Closed	-$6K	–	76
2018 Q3	$6K	Hold	245	–	–	0.01%	185
2018 Q2	$5.69K	Hold	245	–	–	0.01%	162
2018 Q1	$5K	Sell	245 -455	-65%	-$10.7K	﹤0.01%	174
2017 Q4	$17K	Buy	+700	New	+$17.2K	0.01%	148

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

Woodard & Company Asset Management Group's EMLP Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2018, closing a stake of 245 shares — an estimated $6K sold.

Woodard & Company Asset Management Group first reported a position in EMLP in Q4 2017 and held it in 4 quarters. The position peaked at $17K in Q4 2017. 218 funds tracked by Wall St. Rank hold EMLP as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 245 First Trust North American Energy Infrastructure Fund shares in Q4 2018, an estimated $6K.
Woodard & Company Asset Management Group first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 4 quarters.
Woodard & Company Asset Management Group's First Trust North American Energy Infrastructure Fund position peaked at $17K in Q4 2017.
218 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.