Integrated Investment Consultants’s Alerian MLP ETF AMLP Stock Holding History

Integrated Investment 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
2019 Q3	–	Sell	-31,394	Closed	-$1.55M	–	161
2019 Q2	$1.55M	Sell	31,394 -1,200	-4%	-$59.4K	0.79%	24
2019 Q1	$1.64M	Sell	32,594 -5,000	-13%	-$245K	0.87%	23
2018 Q4	$1.64M	Buy	37,594 +2,200	+6%	+$108K	0.88%	19
2018 Q3	$1.89M	Buy	35,394 +2,340	+7%	+$126K	0.92%	15
2018 Q2	$1.67M	Buy	33,054 +3,800	+13%	+$193K	0.87%	16
2018 Q1	$1.37M	Buy	+29,254	New	+$1.56M	0.54%	26
2017 Q3	$1.32M	Hold	23,512	–	–	0.57%	24
2017 Q2	$1.41M	Hold	23,512	–	–	0.63%	19
2017 Q1	$1.49M	Buy	23,512 +2,000	+9%	+$128K	0.68%	19
2016 Q4	$1.35M	Sell	21,512 -4,062	-16%	-$251K	0.65%	22
2016 Q3	$1.61M	Buy	25,574 +2,994	+13%	+$189K	0.82%	15
2016 Q2	$1.44M	Buy	22,580 +9,920	+78%	+$598K	0.81%	19
2016 Q1	$689K	Buy	12,660 +1,910	+18%	+$97.1K	0.4%	43
2015 Q4	$533K	Buy	+10,750	New	+$673K	0.42%	49

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Investment Consultants's AMLP Position: Q3 2019 in Review

Integrated Investment Consultants sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 31,394 shares — an estimated $1.55M sold.

Integrated Investment Consultants first reported a position in AMLP in Q4 2015 and held it in 14 quarters. The position peaked at $1.89M in Q3 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Integrated Investment Consultants reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
Integrated Investment Consultants sold 31,394 Alerian MLP ETF shares in Q3 2019, an estimated $1.55M.
Integrated Investment Consultants first reported a position in Alerian MLP ETF in Q4 2015 and held it in 14 quarters.
Integrated Investment Consultants's Alerian MLP ETF position peaked at $1.89M in Q3 2018.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Integrated Investment Consultants's 13F filing for Q3 2019, filed 21 Oct 2019.