McAdam LLC’s Alerian MLP ETF AMLP Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-60	Closed	-$3K	–	86
2018 Q3	$3K	Buy	+60	New	+$3.24K	﹤0.01%	457
2018 Q2	–	Sell	-682	Closed	-$32K	–	634
2018 Q1	$32K	Buy	+682	New	+$36.5K	0.01%	195

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

CSIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

McAdam LLC's AMLP Position: Q4 2018 in Review

McAdam LLC sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 60 shares — an estimated $3K sold.

McAdam LLC first reported a position in AMLP in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2018. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

McAdam LLC reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 60 Alerian MLP ETF shares in Q4 2018, an estimated $3K.
McAdam LLC first reported a position in Alerian MLP ETF in Q1 2018 and held it in 2 quarters.
McAdam LLC's Alerian MLP ETF position peaked at $32K in Q1 2018.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.