Avestar Capital’s Alerian MLP ETF AMLP Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-2,500	Closed	-$123K	–	200
2019 Q2	$123K	Sell	2,500 -1,958	-44%	-$96.8K	0.08%	160
2019 Q1	$223K	Sell	4,458 -14,720	-77%	-$722K	0.15%	88
2018 Q4	$832K	Buy	19,178 +16,992	+777%	+$834K	0.57%	37
2018 Q3	$116K	Hold	2,186	–	–	0.07%	182
2018 Q2	$110K	Buy	+2,186	New	+$111K	0.07%	189

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avestar Capital's AMLP Position: Q3 2019 in Review

Avestar Capital sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 2,500 shares — an estimated $123K sold.

Avestar Capital first reported a position in AMLP in Q2 2018 and held it in 5 quarters. The position peaked at $832K in Q4 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Avestar Capital reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 2,500 Alerian MLP ETF shares in Q3 2019, an estimated $123K.
Avestar Capital first reported a position in Alerian MLP ETF in Q2 2018 and held it in 5 quarters.
Avestar Capital's Alerian MLP ETF position peaked at $832K in Q4 2018.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.