ACM
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Aviance Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Aviance Capital Management’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 		– Sell
-66
Closed -$4K – 266
2017
Q3 		$4K Hold
66
– – ﹤0.01% 280
2017
Q2 		$4K Sell
66
-4,054
-98% -$247K ﹤0.01% 295
2017
Q1 		$262K Buy
+4,120
New +$265K 0.01% 173
2016
Q1 		– Sell
-2,175
Closed -$131K – 298
2015
Q4 		$131K Sell
2,175
-686,908
-100% -$43M ﹤0.01% 288
2015
Q3 		$43M Buy
+689,083
New +$50.1M 1.51% 13
2015
Q2 		– Sell
-1,077,690
Closed -$89.3M – 49
2015
Q1 		$89.3M Sell
1,077,690
-245,831
-19% -$20.8M 3.3% 6
2014
Q4 		$116M Buy
1,323,521
+46,277
+4% +$4.2M 4.17% 2
2014
Q3 		$122M Buy
1,277,244
+58,704
+5% +$5.55M 4.93% 1
2014
Q2 		$116M Buy
1,218,540
+145,113
+14% +$13.2M 4.93% 3
2014
Q1 		$94.8M Buy
1,073,427
+992,897
+1,233% +$87.1M 4.82% 3
2013
Q4 		$7.16M Buy
80,530
+3,647
+5% +$320K 3.81% 1
2013
Q3 		$6.76M Buy
76,883
+8,085
+12% +$713K 3.94% 2
2013
Q2 		$6.14M Buy
+68,798
New +$6.07M 3.38% 2

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Aviance Capital Management's AMLP Position: Q4 2017 in Review

Aviance Capital Management sold out of Alerian MLP ETF (AMLP) in Q4 2017, closing a stake of 66 shares — an estimated $4K sold.

Aviance Capital Management first reported a position in AMLP in Q2 2013 and held it in 13 quarters. The position peaked at $122M in Q3 2014. 619 funds tracked by Wall St. Rank hold AMLP as of Q4 2017.

  • Aviance Capital Management reported no remaining Alerian MLP ETF position as of Q4 2017 after selling out during the quarter.
  • Aviance Capital Management sold 66 Alerian MLP ETF shares in Q4 2017, an estimated $4K.
  • Aviance Capital Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 13 quarters.
  • Aviance Capital Management's Alerian MLP ETF position peaked at $122M in Q3 2014.
  • 619 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.