Newman Dignan & Sheerar Inc’s Alerian MLP ETF AMLP Stock Holding History

Newman Dignan & Sheerar Inc’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 Q4	–	Sell	-6,051	Closed	-$277K	–	157
2019 Q3	$277K	Sell	6,051 -182	-3%	-$8.61K	0.13%	129
2019 Q2	$307	Buy	6,233 +37	+0.6%	+$1.83K	0.01%	129
2019 Q1	$311K	Buy	6,196 +226	+4%	+$11.1K	0.13%	121
2018 Q4	$261	Buy	5,970 +1,381	+30%	+$67.7K	0.02%	125
2018 Q3	$248K	Buy	4,589 +359	+8%	+$19.4K	0.11%	137
2018 Q2	$214	Sell	4,230 -502	-11%	-$25.5K	0.01%	153
2018 Q1	$229K	Buy	+4,732	New	+$253K	0.12%	148
2016 Q4	–	Sell	-7,489	Closed	-$475K	–	142
2016 Q3	$475K	Buy	+7,489	New	+$474K	0.3%	92
2015 Q3	–	Sell	-2,739	Closed	-$213K	–	136
2015 Q2	$213K	Buy	+2,739	New	+$228K	0.15%	141
2015 Q1	–	Sell	-2,142	Closed	-$188	–	147
2014 Q4	$188	Buy	+2,142	New	+$194K	0.11%	145

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Newman Dignan & Sheerar Inc's AMLP Position: Q4 2019 in Review

Newman Dignan & Sheerar Inc sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 6,051 shares — an estimated $277K sold.

Newman Dignan & Sheerar Inc first reported a position in AMLP in Q4 2014 and held it in 10 quarters. The position peaked at $475K in Q3 2016. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Newman Dignan & Sheerar Inc reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 6,051 Alerian MLP ETF shares in Q4 2019, an estimated $277K.
Newman Dignan & Sheerar Inc first reported a position in Alerian MLP ETF in Q4 2014 and held it in 10 quarters.
Newman Dignan & Sheerar Inc's Alerian MLP ETF position peaked at $475K in Q3 2016.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2019, filed 15 Jan 2020.