Geneva Partners’s Alerian MLP ETF AMLP Stock Holding History

Geneva Partners’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 Q2	–	Sell	-2,000	Closed	-$100K	–	65
2019 Q1	$100K	Buy	+2,000	New	+$98.1K	0.09%	61

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneva Partners's AMLP Position: Q2 2019 in Review

Geneva Partners sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 2,000 shares — an estimated $100K sold.

Geneva Partners first reported a position in AMLP in Q1 2019 and held it in 1 quarter. The position peaked at $100K in Q1 2019. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

Geneva Partners reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
Geneva Partners sold 2,000 Alerian MLP ETF shares in Q2 2019, an estimated $100K.
Geneva Partners first reported a position in Alerian MLP ETF in Q1 2019 and held it in 1 quarter.
Geneva Partners's Alerian MLP ETF position peaked at $100K in Q1 2019.
629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Geneva Partners's 13F filing for Q2 2019, filed 31 Jul 2019.