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Detwiler Fenton Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Detwiler Fenton 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
2013
Q4 		– Sell
-2,044
Closed -$180K – 111
2013
Q3 		$180K Sell
2,044
-239
-10% -$21.1K 0.16% 106
2013
Q2 		$204K Buy
+2,283
New +$201K 0.21% 94

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Detwiler Fenton Investment Management's AMLP Position: Q4 2013 in Review

Detwiler Fenton Investment Management sold out of Alerian MLP ETF (AMLP) in Q4 2013, closing a stake of 2,044 shares — an estimated $180K sold.

Detwiler Fenton Investment Management first reported a position in AMLP in Q2 2013 and held it in 2 quarters. The position peaked at $204K in Q2 2013. 343 funds tracked by Wall St. Rank hold AMLP as of Q4 2013.

  • Detwiler Fenton Investment Management reported no remaining Alerian MLP ETF position as of Q4 2013 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 2,044 Alerian MLP ETF shares in Q4 2013, an estimated $180K.
  • Detwiler Fenton Investment Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 2 quarters.
  • Detwiler Fenton Investment Management's Alerian MLP ETF position peaked at $204K in Q2 2013.
  • 343 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2013.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.