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

Northstar 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
2017 Q4	–	Sell	-2,726	Closed	-$154K	–	132
2017 Q3	$154K	Sell	2,726 -2,231	-45%	-$128K	0.15%	119
2017 Q2	$294K	Buy	4,957 +464	+10%	+$28.3K	0.27%	105
2017 Q1	$286K	Buy	+4,493	New	+$289K	0.27%	100

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Northstar Wealth Partners's AMLP Position: Q4 2017 in Review

Northstar Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q4 2017, closing a stake of 2,726 shares — an estimated $154K sold.

Northstar Wealth Partners first reported a position in AMLP in Q1 2017 and held it in 3 quarters. The position peaked at $294K in Q2 2017. 618 funds tracked by Wall St. Rank hold AMLP as of Q4 2017.

Northstar Wealth Partners reported no remaining Alerian MLP ETF position as of Q4 2017 after selling out during the quarter.
Northstar Wealth Partners sold 2,726 Alerian MLP ETF shares in Q4 2017, an estimated $154K.
Northstar Wealth Partners first reported a position in Alerian MLP ETF in Q1 2017 and held it in 3 quarters.
Northstar Wealth Partners's Alerian MLP ETF position peaked at $294K in Q2 2017.
618 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2017.

Based on Northstar Wealth Partners's 13F filing for Q4 2017, filed 13 Feb 2018.