Hurlow Wealth Management Group’s Alerian MLP ETF AMLP Stock Holding History

Hurlow Wealth Management Group’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	-2,247	Closed	-$98K	–	97
2019 Q3	$98K	Sell	2,247 -65,679	-97%	-$3.11M	0.1%	92
2019 Q2	$3.43M	Buy	67,926 +2,198	+3%	+$109K	3.6%	8
2019 Q1	$3.27M	Buy	65,728 +7,681	+13%	+$377K	3.51%	9
2018 Q4	$2.81M	Buy	+58,047	New	+$2.85M	3.39%	10

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

Hurlow Wealth Management Group's AMLP Position: Q4 2019 in Review

Hurlow Wealth Management Group sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 2,247 shares — an estimated $98K sold.

Hurlow Wealth Management Group first reported a position in AMLP in Q4 2018 and held it in 4 quarters. The position peaked at $3.43M in Q2 2019. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Hurlow Wealth Management Group reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Hurlow Wealth Management Group sold 2,247 Alerian MLP ETF shares in Q4 2019, an estimated $98K.
Hurlow Wealth Management Group first reported a position in Alerian MLP ETF in Q4 2018 and held it in 4 quarters.
Hurlow Wealth Management Group's Alerian MLP ETF position peaked at $3.43M in Q2 2019.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Hurlow Wealth Management Group's 13F filing for Q4 2019, filed 17 Jan 2020.