Kessler Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Kessler Investment Group’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	-106	Closed	-$6K	–	107
2018 Q3	$6K	Buy	+106	New	+$5.72K	0.01%	119
2017 Q2	–	Sell	-46	Closed	-$3K	–	86
2017 Q1	$3K	Buy	+46	New	+$2.95K	﹤0.01%	87
2016 Q1	–	Sell	-73	Closed	-$4K	–	90
2015 Q4	$4K	Buy	+73	New	+$4.57K	0.01%	86
2015 Q3	–	Sell	-48	Closed	-$4K	–	100
2015 Q2	$4K	Buy	+48	New	+$3.99K	0.01%	98
2014 Q4	–	Sell	-60	Closed	-$6K	–	119
2014 Q3	$6K	Buy	+60	New	+$5.67K	0.01%	95
2013 Q4	–	Sell	-2,989	Closed	-$263K	–	103
2013 Q3	$263K	Buy	+2,989	New	+$264K	0.72%	34

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

Kessler Investment Group's AMLP Position: Q4 2018 in Review

Kessler Investment Group sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 106 shares — an estimated $6K sold.

Kessler Investment Group first reported a position in AMLP in Q3 2013 and held it in 6 quarters. The position peaked at $263K in Q3 2013. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

Kessler Investment Group reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
Kessler Investment Group sold 106 Alerian MLP ETF shares in Q4 2018, an estimated $6K.
Kessler Investment Group first reported a position in Alerian MLP ETF in Q3 2013 and held it in 6 quarters.
Kessler Investment Group's Alerian MLP ETF position peaked at $263K in Q3 2013.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on Kessler Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.