JNBA Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

JNBA Financial Advisors’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
2018 Q4	–	Sell	-2,110	Closed	-$113K	–	526
2018 Q3	$113K	Buy	+2,110	New	+$114K	0.05%	170
2016 Q4	–	Sell	-162	Closed	-$10K	–	518
2016 Q3	$10K	Buy	+162	New	+$10.2K	﹤0.01%	1007
2016 Q2	–	Sell	-204	Closed	-$11K	–	507
2016 Q1	$11K	Sell	204 -162	-44%	-$8.23K	﹤0.01%	340
2015 Q4	$22K	Buy	366 +204	+126%	+$12.8K	0.01%	272
2015 Q3	$10K	Hold	162	–	–	﹤0.01%	351
2015 Q2	$13K	Buy	+162	New	+$13.5K	﹤0.01%	331

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

JNBA Financial Advisors's AMLP Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 2,110 shares — an estimated $113K sold.

JNBA Financial Advisors first reported a position in AMLP in Q2 2015 and held it in 6 quarters. The position peaked at $113K in Q3 2018. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

JNBA Financial Advisors reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
JNBA Financial Advisors sold 2,110 Alerian MLP ETF shares in Q4 2018, an estimated $113K.
JNBA Financial Advisors first reported a position in Alerian MLP ETF in Q2 2015 and held it in 6 quarters.
JNBA Financial Advisors's Alerian MLP ETF position peaked at $113K in Q3 2018.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.