LI
AMLP icon

Longer Investments’s Alerian MLP ETF AMLP Stock Holding History

Longer Investments’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
Q1 		$2.46M Buy
+49,001
New +$2.4M 2.9% 11
2018
Q1 		– Sell
-30,722
Closed -$1.66M – 34
2017
Q4 		$1.66M Sell
30,722
-61,308
-67% -$3.28M 1.39% 32
2017
Q3 		$5.16M Buy
92,030
+5,782
+7% +$331K 4.6% 6
2017
Q2 		$5.16M Buy
86,248
+14,690
+21% +$895K 4.52% 8
2017
Q1 		$4.55M Buy
71,558
+12,904
+22% +$829K 4.37% 7
2016
Q4 		$3.69M Buy
+58,654
New +$3.62M 3.38% 8
2015
Q1 		– Sell
-42,607
Closed -$3.73M – 38
2014
Q4 		$3.73M Sell
42,607
-13,170
-24% -$1.19M 2.76% 11
2014
Q3 		$5.35M Buy
55,777
+6,954
+14% +$658K 4.32% 8
2014
Q2 		$4.64M Buy
48,823
+1,867
+4% +$170K 3.51% 6
2014
Q1 		$4.15M Sell
46,956
-3,340
-7% -$293K 3.29% 7
2013
Q4 		$4.47M Buy
50,296
+3,929
+8% +$345K 3.49% 5
2013
Q3 		$4.08M Buy
46,367
+7,103
+18% +$627K 3.28% 5
2013
Q2 		$3.5M Buy
+39,264
New +$3.46M 3.19% 6

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return