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Grassi Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Grassi Investment 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
2019
Q2 		– Sell
-8,056
Closed -$404K – 119
2019
Q1 		$404K Buy
+8,056
New +$395K 0.06% 104

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Grassi Investment Management's AMLP Position: Q2 2019 in Review

Grassi Investment Management sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 8,056 shares — an estimated $404K sold.

Grassi Investment Management first reported a position in AMLP in Q1 2019 and held it in 1 quarter. The position peaked at $404K in Q1 2019. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

  • Grassi Investment Management reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
  • Grassi Investment Management sold 8,056 Alerian MLP ETF shares in Q2 2019, an estimated $404K.
  • Grassi Investment Management first reported a position in Alerian MLP ETF in Q1 2019 and held it in 1 quarter.
  • Grassi Investment Management's Alerian MLP ETF position peaked at $404K in Q1 2019.
  • 629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Grassi Investment Management's 13F filing for Q2 2019, filed 10 Jul 2019.