Fusion Family Wealth’s Alerian MLP ETF AMLP Stock Holding History

Fusion Family Wealth’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	-151	Closed	-$7K	–	137
2019 Q3	$7K	Hold	151	–	–	﹤0.01%	109
2019 Q2	$7K	Hold	151	–	–	﹤0.01%	127
2019 Q1	$8K	Hold	151	–	–	﹤0.01%	116
2018 Q4	$7K	Hold	151	–	–	﹤0.01%	193
2018 Q3	$8K	Buy	151 +115	+319%	+$6.2K	﹤0.01%	198
2018 Q2	$203K	Sell	36 -115	-76%	-$5.83K	0.06%	64
2018 Q1	$7K	Hold	151	–	–	﹤0.01%	206
2017 Q4	$8K	Hold	151	–	–	﹤0.01%	215
2017 Q3	$8K	Sell	151 -200	-57%	-$11.4K	﹤0.01%	159
2017 Q2	$21K	Sell	351 -392	-53%	-$23.9K	0.01%	167
2017 Q1	$47K	Hold	743	–	–	0.02%	122
2016 Q4	$47K	Buy	+743	New	+$45.9K	0.03%	128

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

Fusion Family Wealth's AMLP Position: Q4 2019 in Review

Fusion Family Wealth sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 151 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in AMLP in Q4 2016 and held it in 12 quarters. The position peaked at $203K in Q2 2018. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Fusion Family Wealth reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Fusion Family Wealth sold 151 Alerian MLP ETF shares in Q4 2019, an estimated $7K.
Fusion Family Wealth first reported a position in Alerian MLP ETF in Q4 2016 and held it in 12 quarters.
Fusion Family Wealth's Alerian MLP ETF position peaked at $203K in Q2 2018.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Fusion Family Wealth's 13F filing for Q4 2019, filed 29 Jan 2020.