Camarda Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Camarda Financial 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 Q3	–	Sell	-578	Closed	-$28K	–	57
2019 Q2	$28K	Hold	578	–	–	0.05%	112
2019 Q1	$29K	Sell	578 -131,037	-100%	-$6.42M	0.06%	108
2018 Q4	$5.75M	Buy	131,615 +718	+0.5%	+$35.2K	6.83%	4
2018 Q3	$6.99M	Sell	130,897 -6,684	-5%	-$361K	7.93%	4
2018 Q2	$6.95M	Buy	137,581 +2,324	+2%	+$118K	7.3%	4
2018 Q1	$6.34M	Buy	135,257 +87,286	+182%	+$4.67M	6.55%	4
2017 Q4	$2.59M	Sell	47,971 -4,255	-8%	-$228K	3.1%	4
2017 Q3	$2.93M	Buy	52,226 +5,464	+12%	+$312K	3.15%	3
2017 Q2	$2.8M	Buy	+46,762	New	+$2.85M	2.99%	4
2017 Q1	–	Sell	-29,296	Closed	-$1.85M	–	174
2016 Q4	$1.85M	Sell	29,296 -3,443	-11%	-$213K	1.26%	19
2016 Q3	$2.08M	Buy	32,739 +28,489	+670%	+$1.8M	1.27%	19
2016 Q2	$270K	Buy	+4,250	New	+$256K	0.17%	92

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Camarda Financial Advisors's AMLP Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 578 shares — an estimated $28K sold.

Camarda Financial Advisors first reported a position in AMLP in Q2 2016 and held it in 12 quarters. The position peaked at $6.99M in Q3 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Camarda Financial Advisors reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 578 Alerian MLP ETF shares in Q3 2019, an estimated $28K.
Camarda Financial Advisors first reported a position in Alerian MLP ETF in Q2 2016 and held it in 12 quarters.
Camarda Financial Advisors's Alerian MLP ETF position peaked at $6.99M in Q3 2018.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.