Janiczek Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Janiczek Wealth Management’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	-570	Closed	-$28K	–	159
2019 Q2	$28K	Sell	570 -115,859	-100%	-$5.73M	0.01%	88
2019 Q1	$5.84M	Buy	116,429 +10,284	+10%	+$504K	2.76%	11
2018 Q4	$4.63M	Buy	106,145 +102,215	+2,601%	+$5.01M	2.35%	11
2018 Q3	$210K	Hold	3,930	–	–	0.11%	37
2018 Q2	$198K	Sell	3,930 -8,015	-67%	-$406K	0.1%	39
2018 Q1	$560K	Buy	11,945 +5,065	+74%	+$271K	0.32%	17
2017 Q4	$371K	Buy	+6,880	New	+$368K	0.2%	27
2017 Q1	–	Sell	-1,630	Closed	-$103K	–	32
2016 Q4	$103K	Buy	+1,630	New	+$101K	0.05%	37

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

Janiczek Wealth Management's AMLP Position: Q3 2019 in Review

Janiczek Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 570 shares — an estimated $28K sold.

Janiczek Wealth Management first reported a position in AMLP in Q4 2016 and held it in 8 quarters. The position peaked at $5.84M in Q1 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Janiczek Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
Janiczek Wealth Management sold 570 Alerian MLP ETF shares in Q3 2019, an estimated $28K.
Janiczek Wealth Management first reported a position in Alerian MLP ETF in Q4 2016 and held it in 8 quarters.
Janiczek Wealth Management's Alerian MLP ETF position peaked at $5.84M in Q1 2019.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Janiczek Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.