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Allegis Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Allegis Investment Advisors’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
-368
Closed -$22K – 221
2015
Q4 		$22K Buy
+368
New +$23K 0.01% 480

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

Allegis Investment Advisors's AMLP Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2016, closing a stake of 368 shares — an estimated $22K sold.

Allegis Investment Advisors first reported a position in AMLP in Q4 2015 and held it in 1 quarter. The position peaked at $22K in Q4 2015. 433 funds tracked by Wall St. Rank hold AMLP as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Alerian MLP ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 368 Alerian MLP ETF shares in Q1 2016, an estimated $22K.
  • Allegis Investment Advisors first reported a position in Alerian MLP ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Alerian MLP ETF position peaked at $22K in Q4 2015.
  • 433 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.