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Broadview Advisors’s Alerian MLP ETF AMLP Stock Holding History

Broadview Advisors’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 		$2.02M Hold
40,940
– – 0.62% 53
2019
Q1 		$2.05M Buy
40,940
+5,290
+15% +$259K 0.56% 58
2018
Q4 		$1.56M Buy
+35,650
New +$1.75M 0.45% 59

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $7.73B AUM 104.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Broadview Advisors's AMLP Position: Q2 2019 in Review

Broadview Advisors held its Alerian MLP ETF (AMLP) position steady in Q2 2019 at 40,940 shares worth $2.02M. The position accounts for 0.62% of the portfolio, ranked #53.

Broadview Advisors first reported a position in AMLP in Q4 2018 and has held it in 3 quarters since. The position peaked at $2.05M in Q1 2019. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

  • Broadview Advisors held 40,940 shares of Alerian MLP ETF worth $2.02M as of Q2 2019.
  • Broadview Advisors left its Alerian MLP ETF share count unchanged in Q2 2019.
  • Alerian MLP ETF made up 0.62% of Broadview Advisors's portfolio in Q2 2019, its #53 holding.
  • Broadview Advisors first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 3 quarters since.
  • Broadview Advisors's Alerian MLP ETF position peaked at $2.05M in Q1 2019.
  • 629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.