BWFM
AMLP icon

Bridgewater Wealth & Financial Management’s Alerian MLP ETF AMLP Stock Holding History

Bridgewater Wealth & Financial 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
2015
Q1 		– Sell
-3,131
Closed -$274K – 79
2014
Q4 		$274K Buy
+3,131
New +$284K 0.11% 83

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Bridgewater Wealth & Financial Management's AMLP Position: Q1 2015 in Review

Bridgewater Wealth & Financial Management sold out of Alerian MLP ETF (AMLP) in Q1 2015, closing a stake of 3,131 shares — an estimated $274K sold.

Bridgewater Wealth & Financial Management first reported a position in AMLP in Q4 2014 and held it in 1 quarter. The position peaked at $274K in Q4 2014. 417 funds tracked by Wall St. Rank hold AMLP as of Q1 2015.

  • Bridgewater Wealth & Financial Management reported no remaining Alerian MLP ETF position as of Q1 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 3,131 Alerian MLP ETF shares in Q1 2015, an estimated $274K.
  • Bridgewater Wealth & Financial Management first reported a position in Alerian MLP ETF in Q4 2014 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Alerian MLP ETF position peaked at $274K in Q4 2014.
  • 417 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2015, filed 28 Jul 2015.