Clear Perspective Advisors’s Alerian MLP ETF AMLP Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-685	Closed	-$364K	–	155
2018 Q2	$364K	Buy	685 +370	+117%	+$18.8K	0.25%	103
2018 Q1	$15K	Sell	315 -130	-29%	-$6.95K	0.01%	327
2017 Q4	$24K	Sell	445 -110	-20%	-$5.88K	0.02%	278
2017 Q3	$31K	Sell	555 -740	-57%	-$42.3K	0.03%	261
2017 Q2	$77K	Hold	1,295	–	–	0.06%	190
2017 Q1	$82K	Hold	1,295	–	–	0.05%	173
2016 Q4	$82K	Buy	+1,295	New	+$80K	0.05%	170

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

JMPWA

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

Clear Perspective Advisors's AMLP Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2018, closing a stake of 685 shares — an estimated $364K sold.

Clear Perspective Advisors first reported a position in AMLP in Q4 2016 and held it in 7 quarters. The position peaked at $364K in Q2 2018. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

Clear Perspective Advisors reported no remaining Alerian MLP ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 685 Alerian MLP ETF shares in Q3 2018, an estimated $364K.
Clear Perspective Advisors first reported a position in Alerian MLP ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Alerian MLP ETF position peaked at $364K in Q2 2018.
592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.