Blue Edge Capital’s Alerian MLP ETF AMLP Stock Holding History

Blue Edge 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 Q2	–	Sell	-46,724	Closed	-$2.34M	–	90
2019 Q1	$2.34M	Buy	46,724 +1,816	+4%	+$89K	0.89%	27
2018 Q4	$1.96M	Buy	+44,908	New	+$2.2M	0.84%	33
2015 Q3	–	Sell	-23,103	Closed	-$1.8M	–	68
2015 Q2	$1.8M	Buy	23,103 +843	+4%	+$70.1K	1.17%	23
2015 Q1	$1.84M	Buy	22,260 +9,991	+81%	+$844K	1.24%	22
2014 Q4	$1.07M	Sell	12,269 -479	-4%	-$43.4K	0.74%	45
2014 Q3	$1.22M	Buy	12,748 +34	+0.3%	+$3.22K	0.86%	35
2014 Q2	$1.21M	Sell	12,714 -8	-0.1%	-$729	0.82%	37
2014 Q1	$1.12M	Buy	12,722 +579	+5%	+$50.8K	0.78%	33
2013 Q4	$1.08M	Buy	+12,143	New	+$1.07M	0.79%	41

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

Blue Edge Capital's AMLP Position: Q2 2019 in Review

Blue Edge Capital sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 46,724 shares — an estimated $2.34M sold.

Blue Edge Capital first reported a position in AMLP in Q4 2013 and held it in 9 quarters. The position peaked at $2.34M in Q1 2019. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

Blue Edge Capital reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
Blue Edge Capital sold 46,724 Alerian MLP ETF shares in Q2 2019, an estimated $2.34M.
Blue Edge Capital first reported a position in Alerian MLP ETF in Q4 2013 and held it in 9 quarters.
Blue Edge Capital's Alerian MLP ETF position peaked at $2.34M in Q1 2019.
629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Blue Edge Capital's 13F filing for Q2 2019, filed 13 Aug 2019.