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Aft Forsyth & Sober’s Alerian MLP ETF AMLP Stock Holding History

Aft Forsyth & Sober’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
2016
Q1 		– Sell
-77,220
Closed -$4.65M – 21
2015
Q4 		$4.65M Hold
77,220
– – 1.14% 13
2015
Q3 		$4.82M Sell
77,220
-50
-0.1% -$3.64K 1.2% 13
2015
Q2 		$6.01M Sell
77,270
-150
-0.2% -$12.5K 1.38% 12
2015
Q1 		$6.41M Hold
77,420
– – 1.46% 12
2014
Q4 		$6.78M Hold
77,420
– – 1.5% 12
2014
Q3 		$7.42M Buy
77,420
+4,800
+7% +$454K 1.6% 15
2014
Q2 		$6.9M Buy
72,620
+42,275
+139% +$3.85M 1.42% 15
2014
Q1 		$2.68M Sell
30,345
-815
-3% -$71.5K 1.18% 12
2013
Q4 		$2.77M Hold
31,160
– – 0.57% 18
2013
Q3 		$2.74M Sell
31,160
-340
-1% -$30K 0.61% 18
2013
Q2 		$2.81M Buy
+31,500
New +$2.78M 0.66% 18

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Aft Forsyth & Sober's AMLP Position: Q1 2016 in Review

Aft Forsyth & Sober sold out of Alerian MLP ETF (AMLP) in Q1 2016, closing a stake of 77,220 shares — an estimated $4.65M sold.

Aft Forsyth & Sober first reported a position in AMLP in Q2 2013 and held it in 11 quarters. The position peaked at $7.42M in Q3 2014. 433 funds tracked by Wall St. Rank hold AMLP as of Q1 2016.

  • Aft Forsyth & Sober reported no remaining Alerian MLP ETF position as of Q1 2016 after selling out during the quarter.
  • Aft Forsyth & Sober sold 77,220 Alerian MLP ETF shares in Q1 2016, an estimated $4.65M.
  • Aft Forsyth & Sober first reported a position in Alerian MLP ETF in Q2 2013 and held it in 11 quarters.
  • Aft Forsyth & Sober's Alerian MLP ETF position peaked at $7.42M in Q3 2014.
  • 433 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2016.

Based on Aft Forsyth & Sober's 13F filing for Q1 2016, filed 12 May 2016.