BT Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

BT Wealth 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	-6,688	Closed	-$330K	–	59
2018 Q4	$330K	Buy	+6,688	New	+$328K	0.14%	71

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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 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

BT Wealth Management's AMLP Position: Q1 2019 in Review

BT Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 6,688 shares — an estimated $330K sold.

BT Wealth Management first reported a position in AMLP in Q4 2018 and held it in 1 quarter. The position peaked at $330K in Q4 2018. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

BT Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 6,688 Alerian MLP ETF shares in Q1 2019, an estimated $330K.
BT Wealth Management first reported a position in Alerian MLP ETF in Q4 2018 and held it in 1 quarter.
BT Wealth Management's Alerian MLP ETF position peaked at $330K in Q4 2018.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.