6 Meridian’s Alerian MLP ETF AMLP Stock Holding History

6 Meridian’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-55,121	Closed	-$2.41M	–	435
2018 Q4	$2.41M	Buy	+55,121	New	+$2.7M	0.28%	79

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

6 Meridian's AMLP Position: Q1 2019 in Review

6 Meridian sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 55,121 shares — an estimated $2.41M sold.

6 Meridian first reported a position in AMLP in Q4 2018 and held it in 1 quarter. The position peaked at $2.41M in Q4 2018. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

6 Meridian reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
6 Meridian sold 55,121 Alerian MLP ETF shares in Q1 2019, an estimated $2.41M.
6 Meridian first reported a position in Alerian MLP ETF in Q4 2018 and held it in 1 quarter.
6 Meridian's Alerian MLP ETF position peaked at $2.41M in Q4 2018.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on 6 Meridian's 13F filing for Q1 2019, filed 10 Apr 2019.