MYCIO Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-7,667	Closed	-$326K	–	46
2019 Q4	$326K	Sell	7,667 -2,167	-22%	-$91K	0.02%	256
2019 Q3	$449K	Buy	9,834 +5,061	+106%	+$239K	0.03%	190
2019 Q2	$235K	Buy	4,773 +10	+0.2%	+$495	0.02%	278
2019 Q1	$239K	Buy	4,763 +969	+26%	+$47.5K	0.02%	254
2018 Q4	$166K	Buy	3,794 +146	+4%	+$7.16K	0.02%	267
2018 Q3	$195K	Sell	3,648 -1,020	-22%	-$55K	0.02%	270
2018 Q2	$236K	Sell	4,668 -2,023	-30%	-$103K	0.02%	243
2018 Q1	$313K	Sell	6,691 -478	-7%	-$25.6K	0.04%	181
2017 Q4	$387K	Sell	7,169 -3,652	-34%	-$195K	0.04%	166
2017 Q3	$607K	Sell	10,821 -11,360	-51%	-$650K	0.07%	119
2017 Q2	$1.33M	Hold	22,181	–	–	0.16%	61
2017 Q1	$1.41M	Buy	22,181 +1,150	+5%	+$73.9K	0.17%	60
2016 Q4	$1.32M	Buy	21,031 +3,926	+23%	+$243K	0.18%	55
2016 Q3	$1.08M	Hold	17,105	–	–	0.18%	53
2016 Q2	$1.09M	Sell	17,105 -5,560	-25%	-$335K	0.19%	52
2016 Q1	$1.24M	Sell	22,665 -9,099	-29%	-$462K	0.22%	45
2015 Q4	$1.91M	Buy	31,764 +30,700	+2,885%	+$1.92M	0.34%	30
2015 Q3	$66K	Buy	+1,064	New	+$77.4K	0.01%	262
2015 Q1	–	Sell	-5,228	Closed	-$458K	–	655
2014 Q4	$458K	Buy	+5,228	New	+$474K	0.1%	87

Other funds holding AMLP

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

MYCIO Wealth Partners's AMLP Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 7,667 shares — an estimated $326K sold.

MYCIO Wealth Partners first reported a position in AMLP in Q4 2014 and held it in 19 quarters. The position peaked at $1.91M in Q4 2015. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

MYCIO Wealth Partners reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 7,667 Alerian MLP ETF shares in Q1 2020, an estimated $326K.
MYCIO Wealth Partners first reported a position in Alerian MLP ETF in Q4 2014 and held it in 19 quarters.
MYCIO Wealth Partners's Alerian MLP ETF position peaked at $1.91M in Q4 2015.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.