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

ERTS 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	–	Sell	-697	Closed	-$30K	–	100
2018 Q4	$30K	Buy	+697	New	+$34.2K	0.02%	188

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

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

ERTS Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 697 shares — an estimated $30K sold.

ERTS Wealth Advisors first reported a position in AMLP in Q4 2018 and held it in 1 quarter. The position peaked at $30K in Q4 2018. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

ERTS Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 697 Alerian MLP ETF shares in Q1 2019, an estimated $30K.
ERTS Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Alerian MLP ETF position peaked at $30K in Q4 2018.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.