Quattro Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Quattro Financial Advisors’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 Q1	–	Sell	-7,604	Closed	-$370K	–	18
2018 Q4	$370K	Sell	7,604 -43,543	-85%	-$2.14M	0.13%	50
2018 Q3	$2.75M	Sell	51,147 -22,386	-30%	-$1.21M	1%	23
2018 Q2	$3.74M	Sell	73,533 -50,829	-41%	-$2.58M	1.85%	17
2018 Q1	$5.86M	Sell	124,362 -2,813	-2%	-$150K	2.31%	15
2017 Q4	$7.3M	Sell	127,175 -23,028	-15%	-$1.23M	2.02%	21
2017 Q3	$8.57M	Buy	150,203 +119,013	+382%	+$6.8M	2.53%	15
2017 Q2	$1.87M	Sell	31,190 -8,520	-21%	-$519K	0.76%	34
2017 Q1	$2.52M	Buy	+39,710	New	+$2.55M	1.27%	25

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Quattro Financial Advisors's AMLP Position: Q1 2019 in Review

Quattro Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 7,604 shares — an estimated $370K sold.

Quattro Financial Advisors first reported a position in AMLP in Q1 2017 and held it in 8 quarters. The position peaked at $8.57M in Q3 2017. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

Quattro Financial Advisors reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
Quattro Financial Advisors sold 7,604 Alerian MLP ETF shares in Q1 2019, an estimated $370K.
Quattro Financial Advisors first reported a position in Alerian MLP ETF in Q1 2017 and held it in 8 quarters.
Quattro Financial Advisors's Alerian MLP ETF position peaked at $8.57M in Q3 2017.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on Quattro Financial Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.