Patriot Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Patriot 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 Q4	$385K	Hold	8,823	–	–	0.06%	75
2018 Q3	$471K	Sell	8,823 -514	-6%	-$27.7K	0.06%	75
2018 Q2	$472K	Hold	9,337	–	–	0.06%	71
2018 Q1	$437K	Sell	9,337 -1,790	-16%	-$95.7K	0.06%	77
2017 Q4	$600K	Sell	11,127 -800	-7%	-$42.8K	0.09%	77
2017 Q3	$669K	Hold	11,927	–	–	0.11%	70
2017 Q2	$713K	Buy	11,927 +11,745	+6,453%	+$716K	0.12%	70
2017 Q1	$59.4M	Sell	182 -11,944	-98%	-$767K	9.5%	2
2016 Q4	$926K	Sell	12,126 -628	-5%	-$38.8K	0.18%	60
2016 Q3	$808K	Buy	12,754 +565	+5%	+$35.7K	0.16%	63
2016 Q2	$775K	Sell	12,189 -154,008	-93%	-$9.28M	0.15%	63
2016 Q1	$9.07M	Sell	166,197 -4,044	-2%	-$205K	1.83%	13
2015 Q4	$10.3M	Buy	170,241 +158,176	+1,311%	+$9.9M	2.13%	12
2015 Q3	$753K	Hold	12,065	–	–	0.17%	60
2015 Q2	$939K	Buy	12,065 +94	+0.8%	+$7.82K	0.21%	57
2015 Q1	$992K	Sell	11,971 -1,204	-9%	-$102K	0.22%	58
2014 Q4	$1.15M	Sell	13,175 -1,116	-8%	-$101K	0.27%	57
2014 Q3	$1.37M	Sell	14,291 -25	-0.2%	-$2.36K	0.34%	56
2014 Q2	$1.36M	Sell	14,316 -2,059	-13%	-$188K	0.34%	54
2014 Q1	$1.45M	Sell	16,375 -91	-0.6%	-$7.98K	0.39%	53
2013 Q4	$1.47M	Hold	16,466	–	–	0.4%	53
2013 Q3	$1.45M	Sell	16,466 -15,366	-48%	-$1.36M	0.43%	52
2013 Q2	$2.84M	Buy	+31,832	New	+$2.81M	0.9%	45

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

Patriot Wealth Management's AMLP Position: Q4 2018 in Review

Patriot Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q4 2018 at 8,823 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #75.

Patriot Wealth Management first reported a position in AMLP in Q2 2013 and has held it in 23 quarters since. The position peaked at $59.4M in Q1 2017. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

Patriot Wealth Management held 8,823 shares of Alerian MLP ETF worth $385K as of Q4 2018.
Patriot Wealth Management left its Alerian MLP ETF share count unchanged in Q4 2018.
Alerian MLP ETF made up 0.06% of Patriot Wealth Management's portfolio in Q4 2018, its #75 holding.
Patriot Wealth Management first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 23 quarters since.
Patriot Wealth Management's Alerian MLP ETF position peaked at $59.4M in Q1 2017.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.