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First Personal Financial Services’s Alerian MLP ETF AMLP Stock Holding History

First Personal Financial Services’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
2016
Q1 		– Sell
-417
Closed -$25K – 316
2015
Q4 		$25K Buy
+417
New +$26.1K 0.01% 230

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UBS Group
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T
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AL
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TCT
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QI
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First Personal Financial Services's AMLP Position: Q1 2016 in Review

First Personal Financial Services sold out of Alerian MLP ETF (AMLP) in Q1 2016, closing a stake of 417 shares — an estimated $25K sold.

First Personal Financial Services first reported a position in AMLP in Q4 2015 and held it in 1 quarter. The position peaked at $25K in Q4 2015. 435 funds tracked by Wall St. Rank hold AMLP as of Q1 2016.

  • First Personal Financial Services reported no remaining Alerian MLP ETF position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 417 Alerian MLP ETF shares in Q1 2016, an estimated $25K.
  • First Personal Financial Services first reported a position in Alerian MLP ETF in Q4 2015 and held it in 1 quarter.
  • First Personal Financial Services's Alerian MLP ETF position peaked at $25K in Q4 2015.
  • 435 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.