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Contravisory Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Contravisory Investment 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
2018
Q3 		– Sell
-3,960
Closed -$200K – 288
2018
Q2 		$200K Buy
3,960
+18
+0.5% +$913 0.07% 149
2018
Q1 		$185K Buy
3,942
+1,534
+64% +$82K 0.07% 148
2017
Q4 		$130K Buy
2,408
+73
+3% +$3.9K 0.05% 179
2017
Q3 		$131K Buy
+2,335
New +$134K 0.05% 171

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Contravisory Investment Management's AMLP Position: Q3 2018 in Review

Contravisory Investment Management sold out of Alerian MLP ETF (AMLP) in Q3 2018, closing a stake of 3,960 shares — an estimated $200K sold.

Contravisory Investment Management first reported a position in AMLP in Q3 2017 and held it in 4 quarters. The position peaked at $200K in Q2 2018. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

  • Contravisory Investment Management reported no remaining Alerian MLP ETF position as of Q3 2018 after selling out during the quarter.
  • Contravisory Investment Management sold 3,960 Alerian MLP ETF shares in Q3 2018, an estimated $200K.
  • Contravisory Investment Management first reported a position in Alerian MLP ETF in Q3 2017 and held it in 4 quarters.
  • Contravisory Investment Management's Alerian MLP ETF position peaked at $200K in Q2 2018.
  • 592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Contravisory Investment Management's 13F filing for Q3 2018, filed 11 Oct 2018.