Dimension Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Dimension Capital 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
2019 Q2	–	Sell	-5,468	Closed	-$274K	–	98
2019 Q1	$274K	Hold	5,468	–	–	0.12%	80
2018 Q4	$239K	Hold	5,468	–	–	0.12%	77
2018 Q3	$292K	Sell	5,468 -1,400	-20%	-$75.5K	0.14%	76
2018 Q2	$347K	Hold	6,868	–	–	0.19%	64
2018 Q1	$322K	Hold	6,868	–	–	0.18%	69
2017 Q4	$371K	Hold	6,868	–	–	0.23%	62
2017 Q3	$385K	Hold	6,868	–	–	0.12%	66
2017 Q2	$411K	Buy	+6,868	New	+$419K	0.13%	61

Other funds holding AMLP

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dimension Capital Management's AMLP Position: Q2 2019 in Review

Dimension Capital Management sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 5,468 shares — an estimated $274K sold.

Dimension Capital Management first reported a position in AMLP in Q2 2017 and held it in 8 quarters. The position peaked at $411K in Q2 2017. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

Dimension Capital Management reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
Dimension Capital Management sold 5,468 Alerian MLP ETF shares in Q2 2019, an estimated $274K.
Dimension Capital Management first reported a position in Alerian MLP ETF in Q2 2017 and held it in 8 quarters.
Dimension Capital Management's Alerian MLP ETF position peaked at $411K in Q2 2017.
629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Dimension Capital Management's 13F filing for Q2 2019, filed 12 Aug 2019.