O'Brien Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-335	Closed	-$18K	–	51
2018 Q3	$18K	Buy	335 +6	+2%	+$324	0.01%	107
2018 Q2	$17K	Sell	329 -493	-60%	-$25K	0.01%	52
2018 Q1	$39K	Buy	+822	New	+$43.9K	0.03%	69

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

O'Brien Wealth Partners's AMLP Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 335 shares — an estimated $18K sold.

O'Brien Wealth Partners first reported a position in AMLP in Q1 2018 and held it in 3 quarters. The position peaked at $39K in Q1 2018. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

O'Brien Wealth Partners reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 335 Alerian MLP ETF shares in Q4 2018, an estimated $18K.
O'Brien Wealth Partners first reported a position in Alerian MLP ETF in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's Alerian MLP ETF position peaked at $39K in Q1 2018.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.