Advantage Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Advantage Investment Management’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 Q3	$50K	Hold	1,097	–	–	0.04%	336
2019 Q2	$54K	Sell	1,097 -113	-9%	-$5.59K	0.04%	329
2019 Q1	$61K	Hold	1,210	–	–	0.05%	301
2018 Q4	$53K	Sell	1,210 -20	-2%	-$981	0.04%	332
2018 Q3	$66K	Sell	1,230 -5,211	-81%	-$281K	0.04%	341
2018 Q2	$325K	Buy	6,441 +6,141	+2,047%	+$311K	0.24%	83
2018 Q1	$14K	Hold	300	–	–	0.01%	612
2017 Q4	$16K	Buy	+300	New	+$16K	0.01%	612
2017 Q1	–	Sell	-120	Closed	-$8K	–	972
2016 Q4	$8K	Buy	+120	New	+$7.41K	﹤0.01%	667
2015 Q2	–	Sell	-243	Closed	-$20K	–	851
2015 Q1	$20K	Sell	243 -601	-71%	-$50.8K	0.01%	470
2014 Q4	$74K	Buy	+844	New	+$76.5K	0.06%	251

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advantage Investment Management's AMLP Position: Q3 2019 in Review

Advantage Investment Management held its Alerian MLP ETF (AMLP) position steady in Q3 2019 at 1,097 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #336.

Advantage Investment Management first reported a position in AMLP in Q4 2014 and has held it in 11 quarters since. The position peaked at $325K in Q2 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Advantage Investment Management held 1,097 shares of Alerian MLP ETF worth $50K as of Q3 2019.
Advantage Investment Management left its Alerian MLP ETF share count unchanged in Q3 2019.
Alerian MLP ETF made up 0.04% of Advantage Investment Management's portfolio in Q3 2019, its #336 holding.
Advantage Investment Management first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 11 quarters since.
Advantage Investment Management's Alerian MLP ETF position peaked at $325K in Q2 2018.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.