Long Wharf Investors’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$1.43M Buy
15,007
+1,119
+8% +$102K 1.12% 23
2014
Q1
$1.23M Buy
13,888
+8,394
+153% +$736K 1.05% 25
2013
Q4
$489K Buy
+5,494
New +$482K 0.44% 77

Other funds holding AMLP

Long Wharf Investors's AMLP Position: Q2 2014 in Review

Long Wharf Investors increased its Alerian MLP ETF (AMLP) stake by 8.1% in Q2 2014, buying an estimated $102K and bringing the position to 15,007 shares worth $1.43M. The position accounts for 1.12% of the portfolio, ranked #23.

Long Wharf Investors first reported a position in AMLP in Q4 2013 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold AMLP as of Q2 2014.

  • Long Wharf Investors held 15,007 shares of Alerian MLP ETF worth $1.43M as of Q2 2014.
  • Long Wharf Investors bought 1,119 Alerian MLP ETF shares in Q2 2014, an estimated $102K.
  • Alerian MLP ETF made up 1.12% of Long Wharf Investors's portfolio in Q2 2014, its #23 holding.
  • Long Wharf Investors first reported a position in Alerian MLP ETF in Q4 2013 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.