Coastal Bridge Advisors’s InfraCap MLP ETF AMZA Stock Holding History

Coastal Bridge Advisors’s Portfolio AMZA Stock Details AMZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,786	Closed	-$88K	–	129
2019 Q3	$88K	Hold	1,786	–	–	0.03%	148
2019 Q2	$99K	Hold	1,786	–	–	0.03%	128
2019 Q1	$106K	Hold	1,786	–	–	0.04%	126
2018 Q4	$90K	Hold	1,786	–	–	0.04%	126
2018 Q3	$133K	Hold	1,786	–	–	0.05%	127
2018 Q2	$131K	Hold	1,786	–	–	0.05%	126
2018 Q1	$122K	Hold	1,786	–	–	0.04%	128
2017 Q4	$158K	Hold	1,786	–	–	0.05%	124
2017 Q3	$167K	Hold	1,786	–	–	0.05%	118
2017 Q2	$180K	Hold	1,786	–	–	0.06%	104
2017 Q1	$200K	Buy	+1,786	New	+$198K	0.07%	82

Other funds holding AMZA

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Coastal Bridge Advisors's AMZA Position: Q4 2019 in Review

Coastal Bridge Advisors sold out of InfraCap MLP ETF (AMZA) in Q4 2019, closing a stake of 1,786 shares — an estimated $88K sold.

Coastal Bridge Advisors first reported a position in AMZA in Q1 2017 and held it in 11 quarters. The position peaked at $200K in Q1 2017. 48 funds tracked by Wall St. Rank hold AMZA as of Q4 2019.

Coastal Bridge Advisors reported no remaining InfraCap MLP ETF position as of Q4 2019 after selling out during the quarter.
Coastal Bridge Advisors sold 1,786 InfraCap MLP ETF shares in Q4 2019, an estimated $88K.
Coastal Bridge Advisors first reported a position in InfraCap MLP ETF in Q1 2017 and held it in 11 quarters.
Coastal Bridge Advisors's InfraCap MLP ETF position peaked at $200K in Q1 2017.
48 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2019.

Based on Coastal Bridge Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.