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J.W. Burns & Co’s Alerian MLP ETF AMLP Stock Holding History

J.W. Burns & Co’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 		– Sell
-2,137
Closed -$93K – 160
2018
Q4 		$93K Sell
2,137
-564
-21% -$27.7K 0.03% 149
2018
Q3 		$144K Sell
2,701
-440
-14% -$23.7K 0.03% 164
2018
Q2 		$159K Sell
3,141
-174
-5% -$8.82K 0.04% 159
2018
Q1 		$155K Sell
3,315
-641
-16% -$34.3K 0.04% 160
2017
Q4 		$213K Sell
3,956
-3,393
-46% -$182K 0.05% 150
2017
Q3 		$412K Sell
7,349
-36
-0.5% -$2.06K 0.11% 123
2017
Q2 		$442K Sell
7,385
-36
-0.5% -$2.19K 0.12% 119
2017
Q1 		$472K Sell
7,421
-303
-4% -$19.5K 0.13% 118
2016
Q4 		$487K Sell
7,724
-704
-8% -$43.5K 0.14% 112
2016
Q3 		$535K Sell
8,428
-133
-2% -$8.41K 0.16% 105
2016
Q2 		$544K Sell
8,561
-770
-8% -$46.4K 0.17% 107
2016
Q1 		$509K Sell
9,331
-488
-5% -$24.8K 0.16% 103
2015
Q4 		$592K Sell
9,819
-725
-7% -$45.4K 0.19% 99
2015
Q3 		$658K Sell
10,544
-690
-6% -$50.2K 0.23% 87
2015
Q2 		$874K Sell
11,234
-226
-2% -$18.8K 0.29% 80
2015
Q1 		$949K Sell
11,460
-598
-5% -$50.5K 0.31% 78
2014
Q4 		$1.06M Sell
12,058
-134
-1% -$12.1K 0.35% 71
2014
Q3 		$1.17M Buy
12,192
+1,327
+12% +$126K 0.39% 65
2014
Q2 		$1.03M Buy
10,865
+1,047
+11% +$95.4K 0.34% 75
2014
Q1 		$867K Buy
9,818
+593
+6% +$52K 0.31% 78
2013
Q4 		$821K Buy
9,225
+667
+8% +$58.5K 0.29% 80
2013
Q3 		$753K Buy
8,558
+1,089
+15% +$96.1K 0.29% 82
2013
Q2 		$667K Buy
+7,469
New +$659K 0.27% 83

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

J.W. Burns & Co's AMLP Position: Q1 2019 in Review

J.W. Burns & Co sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 2,137 shares — an estimated $93K sold.

J.W. Burns & Co first reported a position in AMLP in Q2 2013 and held it in 23 quarters. The position peaked at $1.17M in Q3 2014. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

  • J.W. Burns & Co reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
  • J.W. Burns & Co sold 2,137 Alerian MLP ETF shares in Q1 2019, an estimated $93K.
  • J.W. Burns & Co first reported a position in Alerian MLP ETF in Q2 2013 and held it in 23 quarters.
  • J.W. Burns & Co's Alerian MLP ETF position peaked at $1.17M in Q3 2014.
  • 646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on J.W. Burns & Co's 13F filing for Q1 2019, filed 2 Apr 2019.