Lugano Financial Advisors SA (LFA)’s Alerian MLP ETF AMLP Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$979K	Buy	19,884 +1,768	+10%	+$87.5K	0.61%	26
2019 Q1	$908K	Buy	18,116 +6,730	+59%	+$330K	0.54%	25
2018 Q4	$607K	Hold	11,386	–	–	0.42%	40
2018 Q3	$607K	Buy	11,386 +5,460	+92%	+$295K	0.42%	40
2018 Q2	$299K	Buy	+5,926	New	+$300K	0.29%	51

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

Lugano Financial Advisors SA (LFA)'s AMLP Position: Q2 2019 in Review

Lugano Financial Advisors SA (LFA) increased its Alerian MLP ETF (AMLP) stake by 9.8% in Q2 2019, buying an estimated $87.5K and bringing the position to 19,884 shares worth $979K. The position accounts for 0.61% of the portfolio, ranked #26.

Lugano Financial Advisors SA (LFA) first reported a position in AMLP in Q2 2018 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

Lugano Financial Advisors SA (LFA) held 19,884 shares of Alerian MLP ETF worth $979K as of Q2 2019.
Lugano Financial Advisors SA (LFA) bought 1,768 Alerian MLP ETF shares in Q2 2019, an estimated $87.5K.
Alerian MLP ETF made up 0.61% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2019, its #26 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Alerian MLP ETF in Q2 2018 and has held it in 5 quarters since.
629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2019, filed 2 Aug 2019.