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Financial Counselors Inc’s Alerian MLP ETF AMLP Stock Holding History

Financial Counselors Inc’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
Q3 		– Sell
-154,976
Closed -$9.25M – 491
2017
Q2 		$9.25M Sell
154,976
-4,141
-3% -$252K 0.46% 73
2017
Q1 		$10.1M Sell
159,117
-1,549
-1% -$99.5K 0.52% 63
2016
Q4 		$10.1M Buy
+160,666
New +$9.93M 0.54% 55
2016
Q2 		$6.06M Buy
95,274
+4,062
+4% +$245K 0.36% 98
2016
Q1 		$4.98M Sell
91,212
-15,364
-14% -$781K 0.31% 112
2015
Q4 		$6.42M Buy
106,576
+79,541
+294% +$4.98M 0.41% 76
2015
Q3 		$1.69M Buy
27,035
+16,582
+159% +$1.21M 0.12% 196
2015
Q2 		$813K Hold
10,453
– – 0.05% 277
2015
Q1 		$866K Sell
10,453
-1,701
-14% -$144K 0.05% 279
2014
Q4 		$1.06M Sell
12,154
-200
-2% -$18.1K 0.07% 252
2014
Q3 		$1.18M Buy
12,354
+2,094
+20% +$198K 0.08% 241
2014
Q2 		$975K Hold
10,260
– – 0.07% 263
2014
Q1 		$906K Sell
10,260
-253
-2% -$22.2K 0.07% 271
2013
Q4 		$935K Buy
10,513
+127
+1% +$11.1K 0.07% 254
2013
Q3 		$913K Sell
10,386
-34
-0.3% -$3K 0.08% 240
2013
Q2 		$930K Buy
+10,420
New +$920K 0.08% 223

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Financial Counselors Inc's AMLP Position: Q3 2017 in Review

Financial Counselors Inc sold out of Alerian MLP ETF (AMLP) in Q3 2017, closing a stake of 154,976 shares — an estimated $9.25M sold.

Financial Counselors Inc first reported a position in AMLP in Q2 2013 and held it in 16 quarters. The position peaked at $10.1M in Q4 2016. 524 funds tracked by Wall St. Rank hold AMLP as of Q3 2017.

  • Financial Counselors Inc reported no remaining Alerian MLP ETF position as of Q3 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 154,976 Alerian MLP ETF shares in Q3 2017, an estimated $9.25M.
  • Financial Counselors Inc first reported a position in Alerian MLP ETF in Q2 2013 and held it in 16 quarters.
  • Financial Counselors Inc's Alerian MLP ETF position peaked at $10.1M in Q4 2016.
  • 524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2017.

Based on Financial Counselors Inc's 13F filing for Q3 2017, filed 13 Nov 2017.