AFT Forsyth & Company’s Alerian MLP ETF AMLP Stock Holding History

AFT Forsyth & Company’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	–	Sell	-2,400	Closed	-$118K	–	138
2019 Q2	$118K	Sell	2,400 -600	-20%	-$29.7K	0.1%	140
2019 Q1	$150K	Hold	3,000	–	–	0.13%	136
2018 Q4	$131K	Sell	3,000 -8,000	-73%	-$392K	0.13%	132
2018 Q3	$587K	Hold	11,000	–	–	0.49%	75
2018 Q2	$556K	Hold	11,000	–	–	0.49%	77
2018 Q1	$515K	Buy	+11,000	New	+$588K	0.48%	75
2013 Q3	$19K	Buy	213 +90	+73%	+$7.94K	0.02%	241
2013 Q2	$11K	Buy	+123	New	+$10.9K	0.02%	245

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

AFT Forsyth & Company's AMLP Position: Q3 2019 in Review

AFT Forsyth & Company sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 2,400 shares — an estimated $118K sold.

AFT Forsyth & Company first reported a position in AMLP in Q2 2013 and held it in 8 quarters. The position peaked at $587K in Q3 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

AFT Forsyth & Company reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
AFT Forsyth & Company sold 2,400 Alerian MLP ETF shares in Q3 2019, an estimated $118K.
AFT Forsyth & Company first reported a position in Alerian MLP ETF in Q2 2013 and held it in 8 quarters.
AFT Forsyth & Company's Alerian MLP ETF position peaked at $587K in Q3 2018.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on AFT Forsyth & Company's 13F filing for Q3 2019, filed 12 Nov 2019.