LVZ Inc’s Alerian MLP ETF AMLP Stock Holding History

LVZ Inc’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 Q4	–	Sell	-12,811	Closed	-$585K	–	89
2019 Q3	$585K	Buy	12,811 +1,072	+9%	+$50.7K	0.13%	47
2019 Q2	$578K	Buy	11,739 +2,408	+26%	+$119K	0.13%	49
2019 Q1	$468K	Buy	9,331 +3,249	+53%	+$159K	0.11%	46
2018 Q4	$265K	Buy	6,082 +145	+2%	+$7.11K	0.08%	59
2018 Q3	$317K	Buy	5,937 +2,129	+56%	+$115K	0.08%	58
2018 Q2	$192K	Buy	+3,808	New	+$193K	0.05%	69

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LVZ Inc's AMLP Position: Q4 2019 in Review

LVZ Inc sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 12,811 shares — an estimated $585K sold.

LVZ Inc first reported a position in AMLP in Q2 2018 and held it in 6 quarters. The position peaked at $585K in Q3 2019. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

LVZ Inc reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
LVZ Inc sold 12,811 Alerian MLP ETF shares in Q4 2019, an estimated $585K.
LVZ Inc first reported a position in Alerian MLP ETF in Q2 2018 and held it in 6 quarters.
LVZ Inc's Alerian MLP ETF position peaked at $585K in Q3 2019.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on LVZ Inc's 13F filing for Q4 2019, filed 5 Feb 2020.