Azimuth Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Azimuth 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
2019 Q2	–	Sell	-3,000	Closed	-$150K	–	276
2019 Q1	$150K	Hold	3,000	–	–	0.01%	279
2018 Q4	$131K	Hold	3,000	–	–	0.01%	275
2018 Q3	$160K	Hold	3,000	–	–	0.01%	284
2018 Q2	$152K	Hold	3,000	–	–	0.01%	282
2018 Q1	$141K	Hold	3,000	–	–	0.01%	281
2017 Q4	$162K	Hold	3,000	–	–	0.01%	287
2017 Q3	$168K	Hold	3,000	–	–	0.01%	283
2017 Q2	$179K	Hold	3,000	–	–	0.01%	280
2017 Q1	$191K	Hold	3,000	–	–	0.02%	278
2016 Q4	$189K	Hold	3,000	–	–	0.02%	276
2016 Q3	$190K	Hold	3,000	–	–	0.02%	274
2016 Q2	$191K	Hold	3,000	–	–	0.02%	272
2016 Q1	$164K	Hold	3,000	–	–	0.02%	261
2015 Q4	$181K	Buy	+3,000	New	+$188K	0.02%	264

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Azimuth Capital Management's AMLP Position: Q2 2019 in Review

Azimuth Capital Management sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 3,000 shares — an estimated $150K sold.

Azimuth Capital Management first reported a position in AMLP in Q4 2015 and held it in 14 quarters. The position peaked at $191K in Q1 2017. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

Azimuth Capital Management reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
Azimuth Capital Management sold 3,000 Alerian MLP ETF shares in Q2 2019, an estimated $150K.
Azimuth Capital Management first reported a position in Alerian MLP ETF in Q4 2015 and held it in 14 quarters.
Azimuth Capital Management's Alerian MLP ETF position peaked at $191K in Q1 2017.
629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Azimuth Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.