Capital Planning Advisors’s Alerian MLP ETF AMLP Stock Holding History

Capital Planning 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 Q4	–	Sell	-200	Closed	-$9K	–	125
2019 Q3	$9K	Buy	+200	New	+$9.46K	﹤0.01%	144
2018 Q2	–	Sell	-8,927	Closed	-$418K	–	106
2018 Q1	$418K	Buy	8,927 +1,000	+13%	+$53.5K	0.15%	100
2017 Q4	$428K	Sell	7,927 -3,993	-33%	-$214K	0.15%	99
2017 Q3	$669K	Buy	11,920 +95	+0.8%	+$5.43K	0.26%	76
2017 Q2	$707K	Buy	11,825 +6,144	+108%	+$374K	0.31%	66
2017 Q1	$361K	Buy	+5,681	New	+$365K	0.18%	84

Other funds holding AMLP

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capital Planning Advisors's AMLP Position: Q4 2019 in Review

Capital Planning Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 200 shares — an estimated $9K sold.

Capital Planning Advisors first reported a position in AMLP in Q1 2017 and held it in 6 quarters. The position peaked at $707K in Q2 2017. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Capital Planning Advisors reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Capital Planning Advisors sold 200 Alerian MLP ETF shares in Q4 2019, an estimated $9K.
Capital Planning Advisors first reported a position in Alerian MLP ETF in Q1 2017 and held it in 6 quarters.
Capital Planning Advisors's Alerian MLP ETF position peaked at $707K in Q2 2017.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.