Brouwer & Janachowski’s Alerian MLP ETF AMLP Stock Holding History

Brouwer & Janachowski’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
2020 Q1	–	Sell	-3,768	Closed	-$160K	–	47
2019 Q4	$160K	Buy	+3,768	New	+$158K	0.03%	51
2016 Q1	–	Sell	-2,142	Closed	-$129K	–	48
2015 Q4	$129K	Sell	2,142 -303,826	-99%	-$19M	0.07%	39
2015 Q3	$19.1M	Sell	305,968 -59,440	-16%	-$4.32M	8.95%	4
2015 Q2	$28.4M	Sell	365,408 -19,353	-5%	-$1.61M	12.47%	1
2015 Q1	$31.9M	Sell	384,761 -13,404	-3%	-$1.13M	13.58%	1
2014 Q4	$34.9M	Sell	398,165 -20,587	-5%	-$1.87M	15.02%	1
2014 Q3	$40.1M	Sell	418,752 -9,607	-2%	-$909K	19.15%	1
2014 Q2	$40.7M	Sell	428,359 -15,732	-4%	-$1.43M	19.47%	1
2014 Q1	$39.2M	Sell	444,091 -32,121	-7%	-$2.82M	19.24%	1
2013 Q4	$42.4M	Buy	+476,212	New	+$41.8M	20.76%	1

Other funds holding AMLP

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Brouwer & Janachowski's AMLP Position: Q1 2020 in Review

Brouwer & Janachowski sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 3,768 shares — an estimated $160K sold.

Brouwer & Janachowski first reported a position in AMLP in Q4 2013 and held it in 10 quarters. The position peaked at $42.4M in Q4 2013. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Brouwer & Janachowski reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Brouwer & Janachowski sold 3,768 Alerian MLP ETF shares in Q1 2020, an estimated $160K.
Brouwer & Janachowski first reported a position in Alerian MLP ETF in Q4 2013 and held it in 10 quarters.
Brouwer & Janachowski's Alerian MLP ETF position peaked at $42.4M in Q4 2013.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Brouwer & Janachowski's 13F filing for Q1 2020, filed 22 Apr 2020.