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

Guild 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
2020 Q1	–	Sell	-50,436	Closed	-$2.14M	–	38
2019 Q4	$2.14M	Sell	50,436 -21,714	-30%	-$911K	2.75%	13
2019 Q3	$3.3M	Buy	72,150 +5,436	+8%	+$257K	4.55%	4
2019 Q2	$3.29M	Buy	66,714 +1,816	+3%	+$89.8K	4.86%	6
2019 Q1	$3.25M	Buy	64,898 +4,022	+7%	+$197K	4.25%	6
2018 Q4	$2.66M	Buy	+60,876	New	+$2.99M	9.16%	5
2016 Q4	–	Sell	-73,220	Closed	-$4.65M	–	26
2016 Q3	$4.65M	Buy	+73,220	New	+$4.63M	4.64%	9
2016 Q2	–	Sell	-118,746	Closed	-$6.48M	–	22
2016 Q1	$6.48M	Buy	+118,746	New	+$6.03M	9.95%	1
2015 Q3	–	Sell	-75,556	Closed	-$5.88M	–	16
2015 Q2	$5.88M	Buy	75,556 +1,446	+2%	+$120K	18.18%	2
2015 Q1	$6.14M	Buy	+74,110	New	+$6.26M	5.23%	5

Other funds holding AMLP

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Guild Investment Management's AMLP Position: Q1 2020 in Review

Guild Investment Management sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 50,436 shares — an estimated $2.14M sold.

Guild Investment Management first reported a position in AMLP in Q1 2015 and held it in 9 quarters. The position peaked at $6.48M in Q1 2016. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Guild Investment Management reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Guild Investment Management sold 50,436 Alerian MLP ETF shares in Q1 2020, an estimated $2.14M.
Guild Investment Management first reported a position in Alerian MLP ETF in Q1 2015 and held it in 9 quarters.
Guild Investment Management's Alerian MLP ETF position peaked at $6.48M in Q1 2016.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Guild Investment Management's 13F filing for Q1 2020, filed 15 May 2020.