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CFO4Life Group’s Alerian MLP ETF AMLP Stock Holding History

CFO4Life Group’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
-3,031
Closed -$149K – 125
2019
Q2 		$149K Buy
3,031
+58
+2% +$2.87K 0.07% 118
2019
Q1 		$149K Sell
2,973
-1,158
-28% -$56.8K 0.07% 117
2018
Q4 		$180K Buy
4,131
+9
+0.2% +$442 0.08% 113
2018
Q3 		$220K Buy
4,122
+13
+0.3% +$701 0.1% 115
2018
Q2 		$208K Buy
4,109
+727
+21% +$36.9K 0.09% 115
2018
Q1 		$158K Buy
3,382
+215
+7% +$11.5K 0.13% 93
2017
Q4 		$171K Buy
3,167
+103
+3% +$5.51K 0.13% 100
2017
Q3 		$172K Buy
3,064
+293
+11% +$16.8K 0.14% 99
2017
Q2 		$166K Sell
2,771
-21
-0.8% -$1.28K 0.15% 86
2017
Q1 		$177K Buy
+2,792
New +$179K 0.16% 93

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFO4Life Group's AMLP Position: Q3 2019 in Review

CFO4Life Group sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 3,031 shares — an estimated $149K sold.

CFO4Life Group first reported a position in AMLP in Q1 2017 and held it in 10 quarters. The position peaked at $220K in Q3 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

  • CFO4Life Group reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
  • CFO4Life Group sold 3,031 Alerian MLP ETF shares in Q3 2019, an estimated $149K.
  • CFO4Life Group first reported a position in Alerian MLP ETF in Q1 2017 and held it in 10 quarters.
  • CFO4Life Group's Alerian MLP ETF position peaked at $220K in Q3 2018.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on CFO4Life Group's 13F filing for Q3 2019, filed 1 Nov 2019.