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Arthur Zaske & Associates’s Alerian MLP ETF AMLP Stock Holding History

Arthur Zaske & Associates’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
2017
Q4 		$900K Buy
16,676
+10,649
+177% +$570K 0.98% 11
2017
Q3 		$338K Hold
6,027
– – 0.36% 43
2017
Q2 		$360K Sell
6,027
-13,716
-69% -$836K 0.32% 36
2017
Q1 		$1.25M Hold
19,743
– – 0.9% 8
2016
Q4 		$1.24M Buy
19,743
+2,751
+16% +$170K 0.9% 11
2016
Q3 		$1.08M Buy
+16,992
New +$1.07M 1.6% 9

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
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Arthur Zaske & Associates's AMLP Position: Q4 2017 in Review

Arthur Zaske & Associates increased its Alerian MLP ETF (AMLP) stake by 177% in Q4 2017, buying an estimated $570K and bringing the position to 16,676 shares worth $900K. The position accounts for 0.98% of the portfolio, ranked #11.

Arthur Zaske & Associates first reported a position in AMLP in Q3 2016 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2017. 618 funds tracked by Wall St. Rank hold AMLP as of Q4 2017.

  • Arthur Zaske & Associates held 16,676 shares of Alerian MLP ETF worth $900K as of Q4 2017.
  • Arthur Zaske & Associates bought 10,649 Alerian MLP ETF shares in Q4 2017, an estimated $570K.
  • Alerian MLP ETF made up 0.98% of Arthur Zaske & Associates's portfolio in Q4 2017, its #11 holding.
  • Arthur Zaske & Associates first reported a position in Alerian MLP ETF in Q3 2016 and has held it in 6 quarters since.
  • Arthur Zaske & Associates's Alerian MLP ETF position peaked at $1.25M in Q1 2017.
  • 618 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2017.

Based on Arthur Zaske & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.