Patton Albertson Miller Group’s Alerian MLP ETF AMLP Stock Holding History

Patton Albertson Miller Group’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	-359	Closed	-$18K	–	124
2018 Q3	$18K	Buy	+359	New	+$19.4K	0.01%	216
2016 Q1	–	Sell	-10,175	Closed	-$613K	–	120
2015 Q4	$613K	Sell	10,175 -17,519	-63%	-$1.1M	0.31%	87
2015 Q3	$1.73M	Buy	27,694 +7,123	+35%	+$518K	0.91%	37
2015 Q2	$1.6M	Sell	20,571 -8,621	-30%	-$717K	0.7%	64
2015 Q1	$2.42M	Sell	29,192 -779	-3%	-$65.8K	0.98%	44
2014 Q4	$2.63M	Buy	29,971 +7,954	+36%	+$721K	1.22%	24
2014 Q3	$2.09M	Sell	22,017 -530	-2%	-$50.1K	1.09%	20
2014 Q2	$2.13M	Buy	22,547 +1,136	+5%	+$103K	1.08%	21
2014 Q1	$1.89M	Buy	21,411 +6,337	+42%	+$556K	1%	24
2013 Q4	$1.34M	Buy	15,074 +4,982	+49%	+$437K	0.79%	49
2013 Q3	$888K	Buy	10,092 +1,628	+19%	+$144K	0.53%	61
2013 Q2	$755K	Buy	+8,464	New	+$747K	0.46%	67

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

Patton Albertson Miller Group's AMLP Position: Q4 2018 in Review

Patton Albertson Miller Group sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 359 shares — an estimated $18K sold.

Patton Albertson Miller Group first reported a position in AMLP in Q2 2013 and held it in 12 quarters. The position peaked at $2.63M in Q4 2014. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

Patton Albertson Miller Group reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
Patton Albertson Miller Group sold 359 Alerian MLP ETF shares in Q4 2018, an estimated $18K.
Patton Albertson Miller Group first reported a position in Alerian MLP ETF in Q2 2013 and held it in 12 quarters.
Patton Albertson Miller Group's Alerian MLP ETF position peaked at $2.63M in Q4 2014.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on Patton Albertson Miller Group's 13F filing for Q4 2018, filed 12 Feb 2019.