AIP
AMU

Ahrens Investment Partners’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Ahrens Investment Partners’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-42,800
Closed -$628K – 181
2019
Q3 		$628K Buy
42,800
+2,700
+7% +$41.1K 0.28% 67
2019
Q2 		$632K Sell
40,100
-1,500
-4% -$23.8K 0.29% 59
2019
Q1 		$667K Sell
41,600
-1,200
-3% -$18.9K 0.3% 60
2018
Q4 		$599K Buy
+42,800
New +$681K 0.28% 68

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Ahrens Investment Partners's AMU Position: Q4 2019 in Review

Ahrens Investment Partners sold out of ETRACS Alerian MLP Index ETN (AMU) in Q4 2019, closing a stake of 42,800 shares — an estimated $628K sold.

Ahrens Investment Partners first reported a position in AMU in Q4 2018 and held it in 4 quarters. The position peaked at $667K in Q1 2019. 40 funds tracked by Wall St. Rank hold AMU as of Q4 2019.

  • Ahrens Investment Partners reported no remaining ETRACS Alerian MLP Index ETN position as of Q4 2019 after selling out during the quarter.
  • Ahrens Investment Partners sold 42,800 ETRACS Alerian MLP Index ETN shares in Q4 2019, an estimated $628K.
  • Ahrens Investment Partners first reported a position in ETRACS Alerian MLP Index ETN in Q4 2018 and held it in 4 quarters.
  • Ahrens Investment Partners's ETRACS Alerian MLP Index ETN position peaked at $667K in Q1 2019.
  • 40 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q4 2019.

Based on Ahrens Investment Partners's 13F filing for Q4 2019, filed 13 Feb 2020.