FDx Advisors’s Alerian MLP ETF AMLP Stock Holding History

FDx 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 Q4	–	Sell	-3,089	Closed	-$141K	–	612
2019 Q3	$141K	Sell	3,089 -5,971	-66%	-$282K	0.01%	612
2019 Q2	$446K	Buy	9,060 +522	+6%	+$25.8K	0.02%	510
2019 Q1	$428K	Sell	8,538 -144	-2%	-$7.06K	0.02%	492
2018 Q4	$379K	Buy	8,682 +1,105	+15%	+$54.2K	0.03%	357
2018 Q3	$405K	Sell	7,577 -649	-8%	-$35K	0.02%	586
2018 Q2	$415K	Sell	8,226 -3,470	-30%	-$176K	0.02%	610
2018 Q1	$548K	Sell	11,696 -1,508	-11%	-$80.6K	0.02%	712
2017 Q4	$712K	Sell	13,204 -15,590	-54%	-$834K	0.02%	662
2017 Q3	$1.61M	Sell	28,794 -16,669	-37%	-$953K	0.04%	382
2017 Q2	$2.72M	Sell	45,463 -4,929	-10%	-$300K	0.08%	217
2017 Q1	$3.2M	Buy	50,392 +44,960	+828%	+$2.89M	0.1%	194
2016 Q4	$342K	Buy	+5,432	New	+$336K	0.01%	914

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FDx Advisors's AMLP Position: Q4 2019 in Review

FDx Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 3,089 shares — an estimated $141K sold.

FDx Advisors first reported a position in AMLP in Q4 2016 and held it in 12 quarters. The position peaked at $3.2M in Q1 2017. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

FDx Advisors reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
FDx Advisors sold 3,089 Alerian MLP ETF shares in Q4 2019, an estimated $141K.
FDx Advisors first reported a position in Alerian MLP ETF in Q4 2016 and held it in 12 quarters.
FDx Advisors's Alerian MLP ETF position peaked at $3.2M in Q1 2017.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on FDx Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.