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

Clearwater Capital 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
2020 Q1	–	Sell	-10,059	Closed	-$428K	–	142
2019 Q4	$428K	Sell	10,059 -8,480	-46%	-$356K	0.07%	132
2019 Q3	$847K	Sell	18,539 -2,438	-12%	-$115K	0.15%	112
2019 Q2	$1.03M	Buy	20,977 +1,405	+7%	+$69.5K	0.19%	109
2019 Q1	$982K	Sell	19,572 -1,437	-7%	-$70.4K	0.18%	113
2018 Q4	$917K	Sell	21,009 -12,367	-37%	-$607K	0.2%	111
2018 Q3	$1.78M	Sell	33,376 -379	-1%	-$20.4K	0.35%	78
2018 Q2	$1.71M	Buy	33,755 +484	+1%	+$24.5K	0.35%	78
2018 Q1	$1.56M	Buy	33,271 +2,331	+8%	+$125K	0.32%	79
2017 Q4	$1.67M	Sell	30,940 -2,196	-7%	-$117K	0.37%	73
2017 Q3	$1.88M	Sell	33,136 -823	-2%	-$47.1K	0.44%	67
2017 Q2	$2.02M	Sell	33,959 -4,366	-11%	-$266K	0.51%	57
2017 Q1	$2.44M	Buy	38,325 +7,746	+25%	+$497K	0.67%	43
2016 Q4	$1.95M	Buy	30,579 +5,131	+20%	+$317K	0.68%	45
2016 Q3	$1.59M	Sell	25,448 -1,774	-7%	-$112K	0.56%	51
2016 Q2	$1.72M	Buy	+27,222	New	+$1.64M	0.63%	45

Other funds holding AMLP

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Clearwater Capital Advisors's AMLP Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 10,059 shares — an estimated $428K sold.

Clearwater Capital Advisors first reported a position in AMLP in Q2 2016 and held it in 15 quarters. The position peaked at $2.44M in Q1 2017. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Clearwater Capital Advisors reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 10,059 Alerian MLP ETF shares in Q1 2020, an estimated $428K.
Clearwater Capital Advisors first reported a position in Alerian MLP ETF in Q2 2016 and held it in 15 quarters.
Clearwater Capital Advisors's Alerian MLP ETF position peaked at $2.44M in Q1 2017.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.