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Legacy Private Trust’s Alerian MLP ETF AMLP Stock Holding History

Legacy Private Trust’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
2017
Q2 		– Sell
-19,211
Closed -$1.22M – 232
2017
Q1 		$1.22M Sell
19,211
-16,517
-46% -$1.06M 0.16% 125
2016
Q4 		$2.25M Buy
+35,728
New +$2.21M 0.31% 87

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Legacy Private Trust's AMLP Position: Q2 2017 in Review

Legacy Private Trust sold out of Alerian MLP ETF (AMLP) in Q2 2017, closing a stake of 19,211 shares — an estimated $1.22M sold.

Legacy Private Trust first reported a position in AMLP in Q4 2016 and held it in 2 quarters. The position peaked at $2.25M in Q4 2016. 526 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

  • Legacy Private Trust reported no remaining Alerian MLP ETF position as of Q2 2017 after selling out during the quarter.
  • Legacy Private Trust sold 19,211 Alerian MLP ETF shares in Q2 2017, an estimated $1.22M.
  • Legacy Private Trust first reported a position in Alerian MLP ETF in Q4 2016 and held it in 2 quarters.
  • Legacy Private Trust's Alerian MLP ETF position peaked at $2.25M in Q4 2016.
  • 526 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on Legacy Private Trust's 13F filing for Q2 2017, filed 14 Jul 2017.