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Fairview Capital Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Fairview Capital 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
2019
Q1 		– Sell
-7,720
Closed -$336K – 141
2018
Q4 		$336K Sell
7,720
-200
-3% -$9.81K 0.02% 118
2018
Q3 		$423K Sell
7,920
-1,440
-15% -$77.7K 0.02% 107
2018
Q2 		$473K Sell
9,360
-6,520
-41% -$331K 0.03% 90
2018
Q1 		$743K Sell
15,880
-5,930
-27% -$317K 0.05% 77
2017
Q4 		$1.18M Sell
21,810
-84,673
-80% -$4.53M 0.07% 64
2017
Q3 		$5.97M Sell
106,483
-6,588
-6% -$377K 0.38% 39
2017
Q2 		$6.76M Sell
113,071
-7,742
-6% -$472K 0.44% 38
2017
Q1 		$7.68M Sell
120,813
-13,130
-10% -$843K 0.55% 37
2016
Q4 		$8.44M Sell
133,943
-7,760
-5% -$479K 0.63% 33
2016
Q3 		$8.99M Buy
141,703
+1,339
+1% +$84.7K 0.69% 31
2016
Q2 		$8.93M Sell
140,364
-17
-0% -$1.02K 0.73% 31
2016
Q1 		$7.67M Sell
140,381
-19,690
-12% -$1M 0.63% 32
2015
Q4 		$9.64M Buy
160,071
+80,876
+102% +$5.06M 0.82% 30
2015
Q3 		$4.94M Sell
79,195
-8,000
-9% -$582K 0.44% 33
2015
Q2 		$6.78M Buy
87,195
+650
+0.8% +$54.1K 0.56% 33
2015
Q1 		$7.17M Sell
86,545
-15,740
-15% -$1.33M 0.58% 34
2014
Q4 		$8.96M Sell
102,285
-12,220
-11% -$1.11M 0.72% 32
2014
Q3 		$11M Sell
114,505
-1,455
-1% -$138K 0.89% 27
2014
Q2 		$11M Buy
115,960
+1,320
+1% +$120K 0.9% 29
2014
Q1 		$10.1M Sell
114,640
-2,690
-2% -$236K 0.85% 29
2013
Q4 		$10.4M Sell
117,330
-3,049
-3% -$268K 0.91% 29
2013
Q3 		$10.6M Sell
120,379
-500
-0.4% -$44.1K 1.01% 29
2013
Q2 		$10.8M Buy
+120,879
New +$10.7M 1.11% 29

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Fairview Capital Investment Management's AMLP Position: Q1 2019 in Review

Fairview Capital Investment Management sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 7,720 shares — an estimated $336K sold.

Fairview Capital Investment Management first reported a position in AMLP in Q2 2013 and held it in 23 quarters. The position peaked at $11M in Q2 2014. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

  • Fairview Capital Investment Management reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
  • Fairview Capital Investment Management sold 7,720 Alerian MLP ETF shares in Q1 2019, an estimated $336K.
  • Fairview Capital Investment Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 23 quarters.
  • Fairview Capital Investment Management's Alerian MLP ETF position peaked at $11M in Q2 2014.
  • 646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on Fairview Capital Investment Management's 13F filing for Q1 2019, filed 14 May 2019.