Cedar Hill Associates’s Alerian MLP ETF AMLP Stock Holding History

Cedar Hill Associates’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
2018 Q4	$2.66M	Buy	+60,980	New	+$2.99M	1.02%	39
2017 Q3	–	Sell	-33,551	Closed	-$2.01M	–	151
2017 Q2	$2.01M	Sell	33,551 -41,407	-55%	-$2.52M	0.42%	51
2017 Q1	$4.76M	Sell	74,958 -12,567	-14%	-$807K	0.99%	42
2016 Q4	$5.51M	Sell	87,525 -27,195	-24%	-$1.68M	0.93%	41
2016 Q3	$7.28M	Sell	114,720 -73,690	-39%	-$4.66M	1.19%	40
2016 Q2	$12M	Sell	188,410 -136,486	-42%	-$8.22M	2.06%	22
2016 Q1	$17.7M	Buy	324,896 +207,095	+176%	+$10.5M	3.08%	6
2015 Q4	$7.1M	Buy	117,801 +50,701	+76%	+$3.17M	1.25%	38
2015 Q3	$4.19M	Sell	67,100 -9,940	-13%	-$723K	0.74%	46
2015 Q2	$5.99M	Sell	77,040 -67,177	-47%	-$5.59M	0.94%	48
2015 Q1	$11.9M	Sell	144,217 -7,680	-5%	-$649K	1.9%	18
2014 Q4	$13.3M	Sell	151,897 -17,310	-10%	-$1.57M	2.1%	10
2014 Q3	$16.2M	Sell	169,207 -28,728	-15%	-$2.72M	2.62%	5
2014 Q2	$18.8M	Buy	197,935 +24,166	+14%	+$2.2M	2.97%	5
2014 Q1	$15.3M	Buy	173,769 +39,304	+29%	+$3.45M	2.57%	8
2013 Q4	$12M	Buy	134,465 +28,795	+27%	+$2.53M	2.13%	12
2013 Q3	$9.29M	Buy	105,670 +59,410	+128%	+$5.24M	1.77%	17
2013 Q2	$4.13M	Buy	+46,260	New	+$4.08M	0.81%	52

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Cedar Hill Associates's AMLP Position: Q4 2018 in Review

Cedar Hill Associates opened a new position in Alerian MLP ETF (AMLP) in Q4 2018: 60,980 shares worth $2.66M. The stake represents 1.02% of the portfolio and ranks #39 among its holdings. This is a return to the name: Cedar Hill Associates previously reported a position in AMLP as recently as Q2 2017.

Cedar Hill Associates first reported a position in AMLP in Q2 2013 and has held it in 18 quarters since. The position peaked at $18.8M in Q2 2014. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

Cedar Hill Associates held 60,980 shares of Alerian MLP ETF worth $2.66M as of Q4 2018.
Alerian MLP ETF was a new Cedar Hill Associates position in Q4 2018.
Alerian MLP ETF made up 1.02% of Cedar Hill Associates's portfolio in Q4 2018, its #39 holding.
Cedar Hill Associates first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 18 quarters since.
Cedar Hill Associates's Alerian MLP ETF position peaked at $18.8M in Q2 2014.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.