Loeb Partners Corp’s Alerian MLP ETF AMLP Stock Holding History

Loeb Partners Corp’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 Q2	–	Sell	-240	Closed	-$12K	–	9
2019 Q1	$12K	Sell	240 -73,120	-100%	-$3.58M	0.25%	74
2018 Q4	$3.18M	Sell	73,360 -12,600	-15%	-$618K	1.48%	21
2018 Q3	$4.58M	Sell	85,960 -13,500	-14%	-$728K	1.69%	16
2018 Q2	$5.02M	Buy	99,460 +2,080	+2%	+$105K	1.27%	22
2018 Q1	$4.56M	Buy	97,380 +19,920	+26%	+$1.06M	1.98%	9
2017 Q4	$4.18M	Sell	77,460 -240	-0.3%	-$12.8K	1.23%	24
2017 Q3	$4.36M	Sell	77,700 -23,880	-24%	-$1.37M	1.33%	23
2017 Q2	$6.08M	Sell	101,580 -5,680	-5%	-$346K	1.74%	17
2017 Q1	$6.82M	Buy	+107,260	New	+$6.89M	2.05%	14
2015 Q3	–	Sell	-3,000	Closed	-$233K	–	167
2015 Q2	$233K	Hold	3,000	–	–	0.07%	156
2015 Q1	$249K	Buy	+3,000	New	+$253K	0.07%	154
2014 Q1	–	Sell	-14,840	Closed	-$1.32M	–	177
2013 Q4	$1.32M	Hold	14,840	–	–	0.42%	63
2013 Q3	$1.3M	Hold	14,840	–	–	0.44%	66
2013 Q2	$1.32M	Buy	+14,840	New	+$1.31M	0.48%	62

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Loeb Partners Corp's AMLP Position: Q2 2019 in Review

Loeb Partners Corp sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 240 shares — an estimated $12K sold.

Loeb Partners Corp first reported a position in AMLP in Q2 2013 and held it in 14 quarters. The position peaked at $6.82M in Q1 2017. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

Loeb Partners Corp reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
Loeb Partners Corp sold 240 Alerian MLP ETF shares in Q2 2019, an estimated $12K.
Loeb Partners Corp first reported a position in Alerian MLP ETF in Q2 2013 and held it in 14 quarters.
Loeb Partners Corp's Alerian MLP ETF position peaked at $6.82M in Q1 2017.
629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Loeb Partners Corp's 13F filing for Q2 2019.