Everett Harris & Co’s Alerian MLP ETF AMLP Stock Holding History

Everett Harris & Co’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 Q3	–	Sell	-2,365	Closed	-$119K	–	253
2018 Q2	$119K	Hold	2,365	–	–	﹤0.01%	239
2018 Q1	$111K	Buy	+2,365	New	+$126K	﹤0.01%	236

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Everett Harris & Co's AMLP Position: Q3 2018 in Review

Everett Harris & Co sold out of Alerian MLP ETF (AMLP) in Q3 2018, closing a stake of 2,365 shares — an estimated $119K sold.

Everett Harris & Co first reported a position in AMLP in Q1 2018 and held it in 2 quarters. The position peaked at $119K in Q2 2018. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

Everett Harris & Co reported no remaining Alerian MLP ETF position as of Q3 2018 after selling out during the quarter.
Everett Harris & Co sold 2,365 Alerian MLP ETF shares in Q3 2018, an estimated $119K.
Everett Harris & Co first reported a position in Alerian MLP ETF in Q1 2018 and held it in 2 quarters.
Everett Harris & Co's Alerian MLP ETF position peaked at $119K in Q2 2018.
592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Everett Harris & Co's 13F filing for Q3 2018, filed 14 Nov 2018.