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Naples Global Advisors’s Alerian MLP ETF AMLP Stock Holding History

Naples Global Advisors’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
Q2 		– Sell
-3,661
Closed -$184K – 308
2019
Q1 		$184K Sell
3,661
-2,477
-40% -$121K 0.05% 293
2018
Q4 		$299K Buy
+6,138
New +$301K 0.09% 249

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Naples Global Advisors's AMLP Position: Q2 2019 in Review

Naples Global Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 3,661 shares — an estimated $184K sold.

Naples Global Advisors first reported a position in AMLP in Q4 2018 and held it in 2 quarters. The position peaked at $299K in Q4 2018. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

  • Naples Global Advisors reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
  • Naples Global Advisors sold 3,661 Alerian MLP ETF shares in Q2 2019, an estimated $184K.
  • Naples Global Advisors first reported a position in Alerian MLP ETF in Q4 2018 and held it in 2 quarters.
  • Naples Global Advisors's Alerian MLP ETF position peaked at $299K in Q4 2018.
  • 629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Naples Global Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.