Pacific Sun Financial’s Alerian MLP ETF AMLP Stock Holding History

Pacific Sun Financial’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 Q1	–	Sell	-4,180	Closed	-$226K	–	115
2017 Q4	$226K	Buy	+4,180	New	+$224K	0.12%	132

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pacific Sun Financial's AMLP Position: Q1 2018 in Review

Pacific Sun Financial sold out of Alerian MLP ETF (AMLP) in Q1 2018, closing a stake of 4,180 shares — an estimated $226K sold.

Pacific Sun Financial first reported a position in AMLP in Q4 2017 and held it in 1 quarter. The position peaked at $226K in Q4 2017. 608 funds tracked by Wall St. Rank hold AMLP as of Q1 2018.

Pacific Sun Financial reported no remaining Alerian MLP ETF position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 4,180 Alerian MLP ETF shares in Q1 2018, an estimated $226K.
Pacific Sun Financial first reported a position in Alerian MLP ETF in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's Alerian MLP ETF position peaked at $226K in Q4 2017.
608 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.