Godshalk Welsh Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Godshalk Welsh Capital 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
2018 Q3	–	Sell	-2,720	Closed	-$137K	–	111
2018 Q2	$137K	Sell	2,720 -1,250	-31%	-$63.4K	0.14%	109
2018 Q1	$186K	Sell	3,970 -360	-8%	-$19.2K	0.2%	108
2017 Q4	$234K	Sell	4,330 -1,060	-20%	-$56.7K	0.24%	110
2017 Q3	$302K	Sell	5,390 -780	-13%	-$44.6K	0.3%	102
2017 Q2	$369K	Sell	6,170 -600	-9%	-$36.6K	0.37%	93
2017 Q1	$430K	Sell	6,770 -800	-11%	-$51.4K	0.42%	82
2016 Q4	$477K	Sell	7,570 -98	-1%	-$6.05K	0.49%	75
2016 Q3	$487K	Sell	7,668 -500	-6%	-$31.6K	0.5%	77
2016 Q2	$519K	Sell	8,168 -1,840	-18%	-$111K	0.55%	73
2016 Q1	$546K	Hold	10,008	–	–	0.57%	70
2015 Q4	$603K	Buy	10,008 +378	+4%	+$23.7K	0.63%	62
2015 Q3	$601K	Sell	9,630 -40	-0.4%	-$2.91K	0.66%	59
2015 Q2	$752K	Hold	9,670	–	–	0.76%	50
2015 Q1	$801K	Hold	9,670	–	–	0.82%	45
2014 Q4	$847K	Buy	+9,670	New	+$877K	0.77%	44

Other funds holding AMLP

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

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

CSIA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

JMPWA

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

Godshalk Welsh Capital Management's AMLP Position: Q3 2018 in Review

Godshalk Welsh Capital Management sold out of Alerian MLP ETF (AMLP) in Q3 2018, closing a stake of 2,720 shares — an estimated $137K sold.

Godshalk Welsh Capital Management first reported a position in AMLP in Q4 2014 and held it in 15 quarters. The position peaked at $847K in Q4 2014. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

Godshalk Welsh Capital Management reported no remaining Alerian MLP ETF position as of Q3 2018 after selling out during the quarter.
Godshalk Welsh Capital Management sold 2,720 Alerian MLP ETF shares in Q3 2018, an estimated $137K.
Godshalk Welsh Capital Management first reported a position in Alerian MLP ETF in Q4 2014 and held it in 15 quarters.
Godshalk Welsh Capital Management's Alerian MLP ETF position peaked at $847K in Q4 2014.
592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Godshalk Welsh Capital Management's 13F filing for Q3 2018, filed 9 Nov 2018.