FWP
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FAS Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

FAS Wealth Partners’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
2017
Q4 		– Sell
-2,600
Closed -$146K – 172
2017
Q3 		$146K Hold
2,600
– – 0.04% 170
2017
Q2 		$155K Hold
2,600
– – 0.05% 163
2017
Q1 		$165K Hold
2,600
– – 0.05% 163
2016
Q4 		$164K Sell
2,600
-3,362
-56% -$208K 0.05% 153
2016
Q3 		$378K Sell
5,962
-115
-2% -$7.27K 0.12% 97
2016
Q2 		$386K Sell
6,077
-572
-9% -$34.5K 0.14% 90
2016
Q1 		$363K Buy
6,649
+99
+2% +$5.03K 0.19% 72
2015
Q4 		$395K Sell
6,550
-4,739
-42% -$297K 0.2% 73
2015
Q3 		$704K Sell
11,289
-1,139
-9% -$82.8K 0.41% 31
2015
Q2 		$967K Buy
12,428
+123
+1% +$10.2K 0.48% 24
2015
Q1 		$1.02M Buy
12,305
+6,179
+101% +$522K 0.52% 24
2014
Q4 		$537K Buy
6,126
+367
+6% +$33.3K 0.28% 35
2014
Q3 		$552K Buy
5,759
+2,896
+101% +$274K 0.32% 29
2014
Q2 		$272K Sell
2,863
-265
-8% -$24.1K 0.16% 70
2014
Q1 		$276K Buy
3,128
+648
+26% +$56.8K 0.19% 67
2013
Q4 		$221K Buy
+2,480
New +$218K 0.13% 82

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

FAS Wealth Partners's AMLP Position: Q4 2017 in Review

FAS Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q4 2017, closing a stake of 2,600 shares — an estimated $146K sold.

FAS Wealth Partners first reported a position in AMLP in Q4 2013 and held it in 16 quarters. The position peaked at $1.02M in Q1 2015. 619 funds tracked by Wall St. Rank hold AMLP as of Q4 2017.

  • FAS Wealth Partners reported no remaining Alerian MLP ETF position as of Q4 2017 after selling out during the quarter.
  • FAS Wealth Partners sold 2,600 Alerian MLP ETF shares in Q4 2017, an estimated $146K.
  • FAS Wealth Partners first reported a position in Alerian MLP ETF in Q4 2013 and held it in 16 quarters.
  • FAS Wealth Partners's Alerian MLP ETF position peaked at $1.02M in Q1 2015.
  • 619 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2017.

Based on FAS Wealth Partners's 13F filing for Q4 2017, filed 29 Jan 2018.