Private Capital Group’s Alerian MLP ETF AMLP Stock Holding History

Private Capital 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 Q4	–	Sell	-50	Closed	-$2K	–	1967
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1872
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	1783
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	1779
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1843
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	1917
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	1869
2018 Q1	$2K	Sell	50 -49	-49%	-$2.62K	﹤0.01%	1820
2017 Q4	$3	Buy	+99	New	+$5.3K	﹤0.01%	1745

Other funds holding AMLP

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

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

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

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

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

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

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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Private Capital Group's AMLP Position: Q4 2019 in Review

Private Capital Group sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 50 shares — an estimated $2K sold.

Private Capital Group first reported a position in AMLP in Q4 2017 and held it in 8 quarters. The position peaked at $3K in Q2 2019. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Private Capital Group reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 50 Alerian MLP ETF shares in Q4 2019, an estimated $2K.
Private Capital Group first reported a position in Alerian MLP ETF in Q4 2017 and held it in 8 quarters.
Private Capital Group's Alerian MLP ETF position peaked at $3K in Q2 2019.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.