Hardy Reed’s Alerian MLP ETF AMLP Stock Holding History

Hardy Reed’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 Q4	–	Sell	-5,000	Closed	-$229K	–	71
2019 Q3	$229K	Hold	5,000	–	–	0.09%	59
2019 Q2	$246K	Sell	5,000 -542	-10%	-$26.8K	0.1%	57
2019 Q1	$278K	Hold	5,542	–	–	0.1%	48
2018 Q4	$242K	Buy	+5,542	New	+$272K	0.1%	53

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hardy Reed's AMLP Position: Q4 2019 in Review

Hardy Reed sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 5,000 shares — an estimated $229K sold.

Hardy Reed first reported a position in AMLP in Q4 2018 and held it in 4 quarters. The position peaked at $278K in Q1 2019. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Hardy Reed reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Hardy Reed sold 5,000 Alerian MLP ETF shares in Q4 2019, an estimated $229K.
Hardy Reed first reported a position in Alerian MLP ETF in Q4 2018 and held it in 4 quarters.
Hardy Reed's Alerian MLP ETF position peaked at $278K in Q1 2019.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Hardy Reed's 13F filing for Q4 2019, filed 24 Jan 2020.