IPC
AMLP icon

Independent Portfolio Consultants’s Alerian MLP ETF AMLP Stock Holding History

Independent Portfolio Consultants’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
2015
Q4 		– Sell
-72,766
Closed -$4.54M – 753
2015
Q3 		$4.54M Buy
72,766
+54,447
+297% +$3.96M 0.99% 9
2015
Q2 		$1.43M Buy
18,319
+2,277
+14% +$189K 0.29% 120
2015
Q1 		$1.33M Buy
16,042
+669
+4% +$56.5K 0.27% 129
2014
Q4 		$1.35M Buy
15,373
+8,437
+122% +$765K 0.27% 126
2014
Q3 		$665K Sell
6,936
-6,592
-49% -$623K 0.18% 161
2014
Q2 		$1.28M Buy
13,528
+177
+1% +$16.1K 0.36% 57
2014
Q1 		$1.18M Buy
+13,351
New +$1.17M 0.37% 63

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Independent Portfolio Consultants's AMLP Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Alerian MLP ETF (AMLP) in Q4 2015, closing a stake of 72,766 shares — an estimated $4.54M sold.

Independent Portfolio Consultants first reported a position in AMLP in Q1 2014 and held it in 7 quarters. The position peaked at $4.54M in Q3 2015. 461 funds tracked by Wall St. Rank hold AMLP as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining Alerian MLP ETF position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 72,766 Alerian MLP ETF shares in Q4 2015, an estimated $4.54M.
  • Independent Portfolio Consultants first reported a position in Alerian MLP ETF in Q1 2014 and held it in 7 quarters.
  • Independent Portfolio Consultants's Alerian MLP ETF position peaked at $4.54M in Q3 2015.
  • 461 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.