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Planning Solutions Group’s Alerian MLP ETF AMLP Stock Holding History

Planning Solutions 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
2019
Q2 		$116K Buy
+2,362
New +$117K 0.06% 139

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planning Solutions Group's AMLP Position: Q2 2019 in Review

Planning Solutions Group opened a new position in Alerian MLP ETF (AMLP) in Q2 2019: 2,362 shares worth $116K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

  • Planning Solutions Group held 2,362 shares of Alerian MLP ETF worth $116K as of Q2 2019.
  • Alerian MLP ETF was a new Planning Solutions Group position in Q2 2019.
  • Alerian MLP ETF made up 0.06% of Planning Solutions Group's portfolio in Q2 2019, its #139 holding.
  • 629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.