Girard Partners’s Alerian MLP ETF AMLP Stock Holding History

Girard 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
2018 Q4	–	Sell	-332	Closed	-$17K	–	265
2018 Q3	$17K	Buy	+332	New	+$17.9K	﹤0.01%	627

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Girard Partners's AMLP Position: Q4 2018 in Review

Girard Partners sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 332 shares — an estimated $17K sold.

Girard Partners first reported a position in AMLP in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

Girard Partners reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 332 Alerian MLP ETF shares in Q4 2018, an estimated $17K.
Girard Partners first reported a position in Alerian MLP ETF in Q3 2018 and held it in 1 quarter.
Girard Partners's Alerian MLP ETF position peaked at $17K in Q3 2018.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.