BRM
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Boston Research & Management’s Alerian MLP ETF AMLP Stock Holding History

Boston Research & 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
Q1 		– Sell
-3,851
Closed -$168K – 105
2018
Q4 		$168K Sell
3,851
-1,540
-29% -$75.5K 0.08% 99
2018
Q3 		$287K Sell
5,391
-1,472
-21% -$79.4K 0.13% 88
2018
Q2 		$346K Sell
6,863
-142
-2% -$7.2K 0.17% 82
2018
Q1 		$328K Sell
7,005
-400
-5% -$21.4K 0.17% 82
2017
Q4 		$399K Sell
7,405
-450
-6% -$24.1K 0.2% 81
2017
Q3 		$440K Sell
7,855
-1,048
-12% -$59.9K 0.22% 75
2017
Q2 		$532K Hold
8,903
– – 0.29% 68
2017
Q1 		$565K Sell
8,903
-22
-0.2% -$1.41K 0.31% 69
2016
Q4 		$562K Buy
8,925
+208
+2% +$12.8K 0.32% 69
2016
Q3 		$553K Buy
8,717
+1,206
+16% +$76.3K 0.32% 68
2016
Q2 		$477K Buy
7,511
+266
+4% +$16K 0.29% 69
2016
Q1 		$395K Sell
7,245
-316
-4% -$16.1K 0.25% 77
2015
Q4 		$455K Sell
7,561
-4,131
-35% -$258K 0.28% 75
2015
Q3 		$729K Sell
11,692
-6,548
-36% -$476K 0.48% 68
2015
Q2 		$1.42M Buy
18,240
+914
+5% +$76K 0.9% 50
2015
Q1 		$1.44M Buy
17,326
+5,148
+42% +$435K 0.91% 47
2014
Q4 		$1.07M Sell
12,178
-1,412
-10% -$128K 0.67% 55
2014
Q3 		$1.3M Buy
13,590
+1,170
+9% +$111K 0.88% 52
2014
Q2 		$1.18M Buy
12,420
+991
+9% +$90.3K 0.81% 55
2014
Q1 		$1.01M Buy
11,429
+808
+8% +$70.9K 0.74% 55
2013
Q4 		$944K Buy
10,621
+1,777
+20% +$156K 0.73% 54
2013
Q3 		$777K Buy
8,844
+362
+4% +$31.9K 0.66% 57
2013
Q2 		$757K Buy
+8,482
New +$748K 0.67% 58

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Boston Research & Management's AMLP Position: Q1 2019 in Review

Boston Research & Management sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 3,851 shares — an estimated $168K sold.

Boston Research & Management first reported a position in AMLP in Q2 2013 and held it in 23 quarters. The position peaked at $1.44M in Q1 2015. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

  • Boston Research & Management reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
  • Boston Research & Management sold 3,851 Alerian MLP ETF shares in Q1 2019, an estimated $168K.
  • Boston Research & Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 23 quarters.
  • Boston Research & Management's Alerian MLP ETF position peaked at $1.44M in Q1 2015.
  • 646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on Boston Research & Management's 13F filing for Q1 2019, filed 7 May 2019.