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Portfolio Strategies (Washington)’s Alerian MLP ETF AMLP Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q1 		– Sell
-70
Closed -$4K – 73
2016
Q4 		$4K Buy
+70
New +$4.32K ﹤0.01% 73
2014
Q2 		– Sell
-12,820
Closed -$1.13M – 47
2014
Q1 		$1.13M Buy
12,820
+881
+7% +$77.3K 1.29% 24
2013
Q4 		$1.06M Buy
+11,939
New +$1.05M 1.37% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Portfolio Strategies (Washington)'s AMLP Position: Q1 2017 in Review

Portfolio Strategies (Washington) sold out of Alerian MLP ETF (AMLP) in Q1 2017, closing a stake of 70 shares — an estimated $4K sold.

Portfolio Strategies (Washington) first reported a position in AMLP in Q4 2013 and held it in 3 quarters. The position peaked at $1.13M in Q1 2014. 524 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

  • Portfolio Strategies (Washington) reported no remaining Alerian MLP ETF position as of Q1 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 70 Alerian MLP ETF shares in Q1 2017, an estimated $4K.
  • Portfolio Strategies (Washington) first reported a position in Alerian MLP ETF in Q4 2013 and held it in 3 quarters.
  • Portfolio Strategies (Washington)'s Alerian MLP ETF position peaked at $1.13M in Q1 2014.
  • 524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q1 2017, filed 28 Apr 2017.