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Foresters Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Foresters 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
2013
Q4 		– Sell
-5,100
Closed -$449K – 272
2013
Q3 		$449K Hold
5,100
– – 0.01% 268
2013
Q2 		$455K Buy
+5,100
New +$450K 0.01% 219

Other funds holding AMLP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Foresters Investment Management's AMLP Position: Q4 2013 in Review

Foresters Investment Management sold out of Alerian MLP ETF (AMLP) in Q4 2013, closing a stake of 5,100 shares — an estimated $449K sold.

Foresters Investment Management first reported a position in AMLP in Q2 2013 and held it in 2 quarters. The position peaked at $455K in Q2 2013. 343 funds tracked by Wall St. Rank hold AMLP as of Q4 2013.

  • Foresters Investment Management reported no remaining Alerian MLP ETF position as of Q4 2013 after selling out during the quarter.
  • Foresters Investment Management sold 5,100 Alerian MLP ETF shares in Q4 2013, an estimated $449K.
  • Foresters Investment Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 2 quarters.
  • Foresters Investment Management's Alerian MLP ETF position peaked at $455K in Q2 2013.
  • 343 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2013.

Based on Foresters Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.