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Mader & Shannon Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Mader & Shannon Wealth 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
2017
Q4 		– Sell
-255,840
Closed -$14.4M – 24
2017
Q3 		$14.4M Buy
+255,840
New +$14.6M 9.22% 3
2016
Q4 		– Sell
-59,999
Closed -$3.81M – 8
2016
Q3 		$3.81M Buy
+59,999
New +$3.79M 2.89% 13

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Mader & Shannon Wealth Management's AMLP Position: Q4 2017 in Review

Mader & Shannon Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2017, closing a stake of 255,840 shares — an estimated $14.4M sold.

Mader & Shannon Wealth Management first reported a position in AMLP in Q3 2016 and held it in 2 quarters. The position peaked at $14.4M in Q3 2017. 618 funds tracked by Wall St. Rank hold AMLP as of Q4 2017.

  • Mader & Shannon Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2017 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 255,840 Alerian MLP ETF shares in Q4 2017, an estimated $14.4M.
  • Mader & Shannon Wealth Management first reported a position in Alerian MLP ETF in Q3 2016 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's Alerian MLP ETF position peaked at $14.4M in Q3 2017.
  • 618 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2017.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2017, filed 9 Feb 2018.