Advisor Group’s Alerian MLP ETF AMLP Stock Holding History

Advisor Group’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 Q4	$4.63M	Sell	108,938 -5,343	-5%	-$224K	0.03%	443
2019 Q3	$5.22M	Sell	114,281 -325	-0.3%	-$15.4K	0.04%	395
2019 Q2	$5.64M	Sell	114,606 -1,486	-1%	-$73.5K	0.04%	354
2019 Q1	$5.82M	Buy	116,092 +605	+0.5%	+$29.7K	0.05%	330
2018 Q4	$5.04M	Buy	115,487 +2,732	+2%	+$134K	0.05%	311
2018 Q3	$6.02M	Buy	112,755 +28,588	+34%	+$1.54M	0.06%	268
2018 Q2	$4.25M	Sell	84,167 -8,194	-9%	-$415K	0.06%	290
2018 Q1	$4.33M	Buy	92,361 +12,796	+16%	+$684K	0.06%	290
2017 Q4	$4.29M	Buy	79,565 +17,521	+28%	+$937K	0.06%	301
2017 Q3	$3.48M	Sell	62,044 -45	-0.1%	-$2.57K	0.05%	328
2017 Q2	$3.71M	Buy	62,089 +3,983	+7%	+$243K	0.07%	292
2017 Q1	$3.69M	Buy	58,106 +2,506	+5%	+$161K	0.07%	272
2016 Q4	$3.5M	Sell	55,600 -31,282	-36%	-$1.93M	0.08%	261
2016 Q3	$5.51M	Buy	86,882 +21,866	+34%	+$1.38M	0.13%	173
2016 Q2	$4.13M	Buy	+65,016	New	+$3.92M	0.11%	206

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisor Group's AMLP Position: Q4 2019 in Review

Advisor Group reduced its Alerian MLP ETF (AMLP) stake by 4.7% in Q4 2019, selling an estimated $224K and leaving 108,938 shares worth $4.63M. The position accounts for 0.03% of the portfolio, ranked #443.

Advisor Group first reported a position in AMLP in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.02M in Q3 2018. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Advisor Group held 108,938 shares of Alerian MLP ETF worth $4.63M as of Q4 2019.
Advisor Group sold 5,343 Alerian MLP ETF shares in Q4 2019, an estimated $224K.
Alerian MLP ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #443 holding.
Advisor Group first reported a position in Alerian MLP ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Alerian MLP ETF position peaked at $6.02M in Q3 2018.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.