Aldebaran Financial’s Alerian MLP ETF AMLP Stock Holding History

Aldebaran Financial’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
2018 Q3	–	Sell	-2,310	Closed	-$117K	–	98
2018 Q2	$117K	Buy	2,310 +280	+14%	+$14.2K	0.08%	94
2018 Q1	$95K	Hold	2,030	–	–	0.06%	96
2017 Q4	$110K	Hold	2,030	–	–	0.07%	94
2017 Q3	$114K	Hold	2,030	–	–	0.08%	95
2017 Q2	$121K	Sell	2,030 -687	-25%	-$41.9K	0.09%	95
2017 Q1	$173K	Buy	+2,717	New	+$174K	0.13%	92

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Aldebaran Financial's AMLP Position: Q3 2018 in Review

Aldebaran Financial sold out of Alerian MLP ETF (AMLP) in Q3 2018, closing a stake of 2,310 shares — an estimated $117K sold.

Aldebaran Financial first reported a position in AMLP in Q1 2017 and held it in 6 quarters. The position peaked at $173K in Q1 2017. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

Aldebaran Financial reported no remaining Alerian MLP ETF position as of Q3 2018 after selling out during the quarter.
Aldebaran Financial sold 2,310 Alerian MLP ETF shares in Q3 2018, an estimated $117K.
Aldebaran Financial first reported a position in Alerian MLP ETF in Q1 2017 and held it in 6 quarters.
Aldebaran Financial's Alerian MLP ETF position peaked at $173K in Q1 2017.
592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Aldebaran Financial's 13F filing for Q3 2018, filed 8 Nov 2018.