CWM
AMLP icon

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

Concert 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
2017
Q2 		– Sell
-20,632
Closed -$1.3M – 167
2017
Q1 		$1.3M Sell
20,632
-243
-1% -$15.6K 0.29% 98
2016
Q4 		$1.31M Sell
20,875
-17,534
-46% -$1.08M 0.29% 91
2016
Q3 		$2.43M Buy
38,409
+360
+0.9% +$22.8K 0.3% 74
2016
Q2 		$2.42M Buy
38,049
+3,242
+9% +$195K 0.33% 65
2016
Q1 		$1.89M Buy
34,807
+856
+3% +$43.5K 0.25% 99
2015
Q4 		$2.05M Buy
33,951
+4,789
+16% +$300K 0.27% 85
2015
Q3 		$1.82M Buy
29,162
+9,340
+47% +$679K 0.25% 94
2015
Q2 		$1.54M Sell
19,822
-2,432
-11% -$202K 0.2% 127
2015
Q1 		$933K Buy
22,254
+1,836
+9% +$155K 0.27% 90
2014
Q4 		$1.79M Buy
20,418
+7,958
+64% +$721K 0.27% 90
2014
Q3 		$1.2M Buy
12,460
+3,043
+32% +$288K 0.16% 102
2014
Q2 		$866K Buy
9,417
+168
+2% +$15.3K 0.11% 162
2014
Q1 		$812K Buy
9,249
+1,318
+17% +$116K 0.1% 175
2013
Q4 		$704K Sell
7,931
-3,674
-32% -$322K 0.09% 201
2013
Q3 		$1.02M Buy
11,605
+1,674
+17% +$148K 0.14% 115
2013
Q2 		$878K Buy
+9,931
New +$876K 0.13% 123

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Concert Wealth Management's AMLP Position: Q2 2017 in Review

Concert Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2017, closing a stake of 20,632 shares — an estimated $1.3M sold.

Concert Wealth Management first reported a position in AMLP in Q2 2013 and held it in 16 quarters. The position peaked at $2.43M in Q3 2016. 526 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

  • Concert Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 20,632 Alerian MLP ETF shares in Q2 2017, an estimated $1.3M.
  • Concert Wealth Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Alerian MLP ETF position peaked at $2.43M in Q3 2016.
  • 526 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.