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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Longer Investments's AMLP Position: Q1 2019 in Review

Longer Investments opened a new position in Alerian MLP ETF (AMLP) in Q1 2019: 49,001 shares worth $2.46M. The stake represents 2.9% of the portfolio and ranks #11 among its holdings. This is a return to the name: Longer Investments previously reported a position in AMLP as recently as Q4 2017.

Longer Investments first reported a position in AMLP in Q2 2013 and has held it in 13 quarters since. The position peaked at $5.35M in Q3 2014. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

Longer Investments held 49,001 shares of Alerian MLP ETF worth $2.46M as of Q1 2019.
Alerian MLP ETF was a new Longer Investments position in Q1 2019.
Alerian MLP ETF made up 2.9% of Longer Investments's portfolio in Q1 2019, its #11 holding.
Longer Investments first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 13 quarters since.
Longer Investments's Alerian MLP ETF position peaked at $5.35M in Q3 2014.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.