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Cornerstone Financial Partners’s Alerian MLP ETF AMLP Stock Holding History

Cornerstone Financial Partners’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
-100,243
Closed -$6.37M – 123
2017
Q1 		$6.37M Buy
100,243
+1,192
+1% +$76.6K 2.13% 14
2016
Q4 		$6.25M Buy
99,051
+50,228
+103% +$3.1M 2% 13
2016
Q3 		$3.1M Sell
48,823
-39,408
-45% -$2.49M 1.08% 22
2016
Q2 		$5.61M Sell
88,231
-1,367
-2% -$82.4K 1.99% 12
2016
Q1 		$4.89M Buy
+89,598
New +$4.55M 1.89% 9

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

Cornerstone Financial Partners's AMLP Position: Q2 2017 in Review

Cornerstone Financial Partners sold out of Alerian MLP ETF (AMLP) in Q2 2017, closing a stake of 100,243 shares — an estimated $6.37M sold.

Cornerstone Financial Partners first reported a position in AMLP in Q1 2016 and held it in 5 quarters. The position peaked at $6.37M in Q1 2017. 527 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

  • Cornerstone Financial Partners reported no remaining Alerian MLP ETF position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 100,243 Alerian MLP ETF shares in Q2 2017, an estimated $6.37M.
  • Cornerstone Financial Partners first reported a position in Alerian MLP ETF in Q1 2016 and held it in 5 quarters.
  • Cornerstone Financial Partners's Alerian MLP ETF position peaked at $6.37M in Q1 2017.
  • 527 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on Cornerstone Financial Partners's 13F filing for Q2 2017, filed 21 Jul 2017.