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

Centric 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
-6,565
Closed -$287K – 97
2018
Q4 		$287K Buy
+6,565
New +$322K 0.25% 88

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

Centric Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 6,565 shares — an estimated $287K sold.

Centric Wealth Management first reported a position in AMLP in Q4 2018 and held it in 1 quarter. The position peaked at $287K in Q4 2018. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

  • Centric Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
  • Centric Wealth Management sold 6,565 Alerian MLP ETF shares in Q1 2019, an estimated $287K.
  • Centric Wealth Management first reported a position in Alerian MLP ETF in Q4 2018 and held it in 1 quarter.
  • Centric Wealth Management's Alerian MLP ETF position peaked at $287K in Q4 2018.
  • 646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on Centric Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.