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New England Investment & Retirement Group’s Alerian MLP ETF AMLP Stock Holding History

New England Investment & Retirement Group’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
-171,219
Closed -$8.59M – 60
2019
Q1 		$8.59M Buy
171,219
+62,942
+58% +$3.09M 3.92% 7
2018
Q4 		$4.73M Sell
108,277
-77,734
-42% -$3.81M 2.71% 9
2018
Q3 		$9.93M Buy
186,011
+5,191
+3% +$280K 6.51% 3
2018
Q2 		$9.13M Buy
180,820
+15,948
+10% +$809K 6.08% 4
2018
Q1 		$7.72M Buy
164,872
+5,317
+3% +$284K 4.23% 8
2017
Q4 		$8.61M Buy
159,555
+5,447
+4% +$291K 4.53% 8
2017
Q3 		$8.64M Buy
154,108
+2,976
+2% +$170K 4.8% 8
2017
Q2 		$9.04M Buy
151,132
+9,370
+7% +$571K 5.22% 8
2017
Q1 		$9.01M Buy
141,762
+1,998
+1% +$128K 4.98% 8
2016
Q4 		$8.8M Buy
139,764
+65,963
+89% +$4.07M 4.82% 7
2016
Q3 		$4.68M Sell
73,801
-1,113
-1% -$70.4K 2.57% 15
2016
Q2 		$4.76M Sell
74,914
-2,822
-4% -$170K 2.82% 11
2016
Q1 		$4.24M Buy
+77,736
New +$3.95M 2.32% 14

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

New England Investment & Retirement Group's AMLP Position: Q2 2019 in Review

New England Investment & Retirement Group sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 171,219 shares — an estimated $8.59M sold.

New England Investment & Retirement Group first reported a position in AMLP in Q1 2016 and held it in 13 quarters. The position peaked at $9.93M in Q3 2018. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

  • New England Investment & Retirement Group reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
  • New England Investment & Retirement Group sold 171,219 Alerian MLP ETF shares in Q2 2019, an estimated $8.59M.
  • New England Investment & Retirement Group first reported a position in Alerian MLP ETF in Q1 2016 and held it in 13 quarters.
  • New England Investment & Retirement Group's Alerian MLP ETF position peaked at $9.93M in Q3 2018.
  • 629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on New England Investment & Retirement Group's 13F filing for Q2 2019, filed 31 Jul 2019.