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OptiFour Integrated Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

OptiFour Integrated Wealth Management’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
Q2 		– Sell
-19,891
Closed -$932K – 54
2018
Q1 		$932K Buy
19,891
+665
+3% +$35.5K 0.78% 18
2017
Q4 		$1.04M Buy
+19,226
New +$1.03M 0.87% 19

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

OptiFour Integrated Wealth Management's AMLP Position: Q2 2018 in Review

OptiFour Integrated Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2018, closing a stake of 19,891 shares — an estimated $932K sold.

OptiFour Integrated Wealth Management first reported a position in AMLP in Q4 2017 and held it in 2 quarters. The position peaked at $1.04M in Q4 2017. 602 funds tracked by Wall St. Rank hold AMLP as of Q2 2018.

  • OptiFour Integrated Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2018 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 19,891 Alerian MLP ETF shares in Q2 2018, an estimated $932K.
  • OptiFour Integrated Wealth Management first reported a position in Alerian MLP ETF in Q4 2017 and held it in 2 quarters.
  • OptiFour Integrated Wealth Management's Alerian MLP ETF position peaked at $1.04M in Q4 2017.
  • 602 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q2 2018, filed 7 May 2019.