Edge Advisors’s Alerian MLP ETF AMLP Stock Holding History

Edge 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
2018 Q2	$235K	Buy	4,659 +2	+0%	+$101	0.02%	294
2018 Q1	$218K	Buy	4,657 +100	+2%	+$5.35K	0.02%	305
2017 Q4	$245K	Buy	4,557 +1,650	+57%	+$88.3K	0.02%	290
2017 Q3	$163K	Buy	2,907 +550	+23%	+$31.4K	0.02%	328
2017 Q2	$140K	Hold	2,357	–	–	0.02%	344
2017 Q1	$149K	Sell	2,357 -19	-0.8%	-$1.22K	0.02%	354
2016 Q4	$149K	Buy	+2,376	New	+$147K	0.02%	336

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

CSIA

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Edge Advisors's AMLP Position: Q2 2018 in Review

Edge Advisors increased its Alerian MLP ETF (AMLP) stake by 0.04% in Q2 2018, buying an estimated $101 and bringing the position to 4,659 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #294.

Edge Advisors first reported a position in AMLP in Q4 2016 and has held it in 7 quarters since. The position peaked at $245K in Q4 2017. 602 funds tracked by Wall St. Rank hold AMLP as of Q2 2018.

Edge Advisors held 4,659 shares of Alerian MLP ETF worth $235K as of Q2 2018.
Edge Advisors bought 2 Alerian MLP ETF shares in Q2 2018, an estimated $101.
Alerian MLP ETF made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #294 holding.
Edge Advisors first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Alerian MLP ETF position peaked at $245K in Q4 2017.
602 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.