Lazard Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Lazard Asset 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
2018 Q4	–	Sell	-6,000	Closed	-$320K	–	1021
2018 Q3	$320K	Hold	6,000	–	–	﹤0.01%	837
2018 Q2	$303K	Hold	6,000	–	–	﹤0.01%	808
2018 Q1	$281K	Hold	6,000	–	–	﹤0.01%	811
2017 Q4	$323K	Hold	6,000	–	–	﹤0.01%	829
2017 Q3	$336K	Hold	6,000	–	–	﹤0.01%	744
2017 Q2	$358K	Buy	6,000 +960	+19%	+$58.5K	﹤0.01%	735
2017 Q1	$320K	Hold	5,040	–	–	﹤0.01%	776
2016 Q4	$317K	Sell	5,040 -139,726	-97%	-$8.63M	﹤0.01%	764
2016 Q3	$9.19M	Sell	144,766 -377	-0.3%	-$23.8K	0.02%	428
2016 Q2	$9.23M	Buy	145,143 +140,103	+2,780%	+$8.44M	0.02%	407
2016 Q1	$274K	Hold	5,040	–	–	﹤0.01%	756
2015 Q4	$303K	Buy	+5,040	New	+$315K	﹤0.01%	764
2015 Q2	–	Sell	-65,314	Closed	-$5.41M	–	1119
2015 Q1	$5.41M	Buy	+65,314	New	+$5.52M	0.01%	522

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

Lazard Asset Management's AMLP Position: Q4 2018 in Review

Lazard Asset Management sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 6,000 shares — an estimated $320K sold.

Lazard Asset Management first reported a position in AMLP in Q1 2015 and held it in 13 quarters. The position peaked at $9.23M in Q2 2016. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

Lazard Asset Management reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
Lazard Asset Management sold 6,000 Alerian MLP ETF shares in Q4 2018, an estimated $320K.
Lazard Asset Management first reported a position in Alerian MLP ETF in Q1 2015 and held it in 13 quarters.
Lazard Asset Management's Alerian MLP ETF position peaked at $9.23M in Q2 2016.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on Lazard Asset Management's 13F filing for Q4 2018, filed 13 Feb 2019.