HFS
AMLP icon

HL Financial Services’s Alerian MLP ETF AMLP Stock Holding History

HL Financial Services’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
Q1 		$560K Sell
11,171
-9,920
-47% -$486K 0.01% 487
2018
Q4 		$921K Sell
21,091
-14,957
-41% -$734K 0.02% 377
2018
Q3 		$1.93M Buy
36,048
+5,302
+17% +$286K 0.03% 292
2018
Q2 		$1.55M Buy
30,746
+221
+0.7% +$11.2K 0.03% 305
2018
Q1 		$1.43M Buy
30,525
+2,524
+9% +$135K 0.03% 300
2017
Q4 		$1.51M Sell
28,001
-2,042
-7% -$109K 0.03% 259
2017
Q3 		$1.69M Sell
30,043
-1,117
-4% -$63.9K 0.03% 270
2017
Q2 		$1.86M Sell
31,160
-3,890
-11% -$237K 0.04% 250
2017
Q1 		$2.23M Buy
35,050
+2,074
+6% +$133K 0.05% 226
2016
Q4 		$2.08M Buy
32,976
+4,018
+14% +$248K 0.04% 228
2016
Q3 		$1.84M Buy
28,958
+4,136
+17% +$262K 0.04% 239
2016
Q2 		$1.58M Buy
24,822
+14,985
+152% +$903K 0.04% 260
2016
Q1 		$537K Buy
9,837
+3,356
+52% +$171K 0.01% 408
2015
Q4 		$390K Sell
6,481
-1,876
-22% -$117K 0.01% 497
2015
Q3 		$521K Sell
8,357
-2,627
-24% -$191K 0.01% 411
2015
Q2 		$855K Sell
10,984
-3,463
-24% -$288K 0.02% 342
2015
Q1 		$1.2M Buy
14,447
+37
+0.3% +$3.13K 0.03% 255
2014
Q4 		$1.26M Sell
14,410
-76
-0.5% -$6.89K 0.03% 226
2014
Q3 		$1.39M Buy
14,486
+219
+2% +$20.7K 0.04% 210
2014
Q2 		$1.35M Buy
14,267
+78
+0.5% +$7.11K 0.04% 218
2014
Q1 		$1.25M Sell
14,189
-1,248
-8% -$109K 0.04% 222
2013
Q4 		$1.37M Sell
15,437
-58
-0.4% -$5.09K 0.04% 217
2013
Q3 		$1.36M Sell
15,495
-598
-4% -$52.8K 0.05% 205
2013
Q2 		$1.44M Buy
+16,093
New +$1.42M 0.05% 194

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

HL Financial Services's AMLP Position: Q1 2019 in Review

HL Financial Services reduced its Alerian MLP ETF (AMLP) stake by 47% in Q1 2019, selling an estimated $486K and leaving 11,171 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #487.

HL Financial Services first reported a position in AMLP in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.23M in Q1 2017. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

  • HL Financial Services held 11,171 shares of Alerian MLP ETF worth $560K as of Q1 2019.
  • HL Financial Services sold 9,920 Alerian MLP ETF shares in Q1 2019, an estimated $486K.
  • Alerian MLP ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #487 holding.
  • HL Financial Services first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's Alerian MLP ETF position peaked at $2.23M in Q1 2017.
  • 646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.