Cypress Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Cypress Wealth 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
2019 Q1	$1.56M	Buy	31,070 +2,080	+7%	+$102K	1.78%	19
2018 Q4	$1.26M	Buy	28,990 +931	+3%	+$45.7K	1.74%	20
2018 Q3	$1.5M	Buy	28,059 +8,180	+41%	+$441K	1.58%	24
2018 Q2	$1M	Sell	19,879 -18,735	-49%	-$950K	1.09%	33
2018 Q1	$1.81M	Buy	38,614 +32,612	+543%	+$1.74M	1.96%	17
2017 Q4	$324K	Buy	+6,002	New	+$321K	0.31%	64
2016 Q3	–	Sell	-5,588	Closed	-$355K	–	207
2016 Q2	$355K	Sell	5,588 -5,581	-50%	-$336K	0.18%	114
2016 Q1	$610K	Sell	11,169 -7,280	-39%	-$370K	0.28%	79
2015 Q4	$1.11M	Buy	18,449 +9,638	+109%	+$603K	0.56%	39
2015 Q3	$550K	Buy	8,811 +2,672	+44%	+$194K	0.3%	73
2015 Q2	$478K	Buy	+6,139	New	+$511K	0.28%	91

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Cypress Wealth Advisors's AMLP Position: Q1 2019 in Review

Cypress Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 7.2% in Q1 2019, buying an estimated $102K and bringing the position to 31,070 shares worth $1.56M. The position accounts for 1.78% of the portfolio, ranked #19.

Cypress Wealth Advisors first reported a position in AMLP in Q2 2015 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2018. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

Cypress Wealth Advisors held 31,070 shares of Alerian MLP ETF worth $1.56M as of Q1 2019.
Cypress Wealth Advisors bought 2,080 Alerian MLP ETF shares in Q1 2019, an estimated $102K.
Alerian MLP ETF made up 1.78% of Cypress Wealth Advisors's portfolio in Q1 2019, its #19 holding.
Cypress Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2015 and has held it in 11 quarters since.
Cypress Wealth Advisors's Alerian MLP ETF position peaked at $1.81M in Q1 2018.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.