LIM
AMLP icon

Longfellow Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Longfellow Investment Management’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
2014
Q4 		– Sell
-1,694
Closed -$161K – 46
2014
Q3 		$161K Hold
1,694
– – 0.04% 48
2014
Q2 		$161K Sell
1,694
-1,600
-49% -$146K 0.03% 46
2014
Q1 		$291K Hold
3,294
– – 0.05% 47
2013
Q4 		$293K Hold
3,294
– – 0.05% 56
2013
Q3 		$290K Hold
3,294
– – 0.05% 56
2013
Q2 		$294K Buy
+3,294
New +$291K 0.06% 57

Other funds holding AMLP

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Longfellow Investment Management's AMLP Position: Q4 2014 in Review

Longfellow Investment Management sold out of Alerian MLP ETF (AMLP) in Q4 2014, closing a stake of 1,694 shares — an estimated $161K sold.

Longfellow Investment Management first reported a position in AMLP in Q2 2013 and held it in 6 quarters. The position peaked at $294K in Q2 2013. 414 funds tracked by Wall St. Rank hold AMLP as of Q4 2014.

  • Longfellow Investment Management reported no remaining Alerian MLP ETF position as of Q4 2014 after selling out during the quarter.
  • Longfellow Investment Management sold 1,694 Alerian MLP ETF shares in Q4 2014, an estimated $161K.
  • Longfellow Investment Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 6 quarters.
  • Longfellow Investment Management's Alerian MLP ETF position peaked at $294K in Q2 2013.
  • 414 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2014.

Based on Longfellow Investment Management's 13F filing for Q4 2014, filed 4 Feb 2015.