MinichMacGregor Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

MinichMacGregor 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
2018 Q4	–	Sell	-139	Closed	-$7K	–	112
2018 Q3	$7K	Hold	139	–	–	﹤0.01%	349
2018 Q2	$6K	Sell	139 -136	-49%	-$6.89K	﹤0.01%	358
2018 Q1	$12K	Buy	275 +144	+110%	+$7.7K	0.01%	278
2017 Q4	$7K	Hold	131	–	–	0.01%	335
2017 Q3	$7K	Buy	131 +100	+323%	+$5.72K	0.01%	315
2017 Q2	$1K	Hold	31	–	–	﹤0.01%	403
2017 Q1	$1K	Buy	31 +1	+3%	+$64	﹤0.01%	393
2016 Q4	$1K	Buy	30 +1	+3%	+$62	﹤0.01%	396
2016 Q3	$1K	Sell	29 -40	-58%	-$2.53K	﹤0.01%	392
2016 Q2	$4K	Buy	69 +41	+146%	+$2.47K	﹤0.01%	333
2016 Q1	$1K	Buy	28 +2	+8%	+$102	﹤0.01%	366
2015 Q4	$2K	Buy	+26	New	+$1.63K	﹤0.01%	327

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

MinichMacGregor Wealth Management's AMLP Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 139 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in AMLP in Q4 2015 and held it in 12 quarters. The position peaked at $12K in Q1 2018. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 139 Alerian MLP ETF shares in Q4 2018, an estimated $7K.
MinichMacGregor Wealth Management first reported a position in Alerian MLP ETF in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Alerian MLP ETF position peaked at $12K in Q1 2018.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.