Gary Goldberg Planning Services’s Alerian MLP ETF AMLP Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$11K	Buy	+124	New	+$11.2K	﹤0.01%	344

Other funds holding AMLP

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Gary Goldberg Planning Services's AMLP Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Alerian MLP ETF (AMLP) in Q4 2014: 124 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #344 among its holdings.

414 funds tracked by Wall St. Rank hold AMLP as of Q4 2014.

Gary Goldberg Planning Services held 124 shares of Alerian MLP ETF worth $11K as of Q4 2014.
Alerian MLP ETF was a new Gary Goldberg Planning Services position in Q4 2014.
Alerian MLP ETF made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #344 holding.
414 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.