Quad-Cities Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Quad-Cities Investment 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	-871	Closed	-$40K	–	188
2019 Q3	$40K	Buy	871 +15	+2%	+$709	0.03%	368
2019 Q2	$42K	Sell	856 -251	-23%	-$12.4K	0.04%	364
2019 Q1	$56K	Buy	1,107 +15	+1%	+$735	0.05%	308
2018 Q4	$48K	Sell	1,092 -114	-9%	-$5.59K	0.05%	322
2018 Q3	$65K	Sell	1,206 -31	-3%	-$1.67K	0.06%	297
2018 Q2	$62K	Buy	+1,237	New	+$62.7K	0.06%	300

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

Quad-Cities Investment Group's AMLP Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 871 shares — an estimated $40K sold.

Quad-Cities Investment Group first reported a position in AMLP in Q2 2018 and held it in 6 quarters. The position peaked at $65K in Q3 2018. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Quad-Cities Investment Group reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 871 Alerian MLP ETF shares in Q4 2019, an estimated $40K.
Quad-Cities Investment Group first reported a position in Alerian MLP ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Alerian MLP ETF position peaked at $65K in Q3 2018.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.