Sage Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Sage Advisory Services’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	-3,910	Closed	-$179K	–	55
2019 Q3	$179K	Sell	3,910 -8,901	-69%	-$421K	0.06%	50
2019 Q2	$630K	Buy	12,811 +9,553	+293%	+$473K	0.18%	38
2019 Q1	$163K	Buy	3,258 +443	+16%	+$21.7K	0.02%	55
2018 Q4	$123K	Sell	2,815 -292	-9%	-$14.3K	0.01%	54
2018 Q3	$166K	Hold	3,107	–	–	0.02%	57
2018 Q2	$158K	Buy	3,107 +4	+0.1%	+$203	0.02%	49
2018 Q1	$146K	Buy	+3,103	New	+$166K	0.01%	50
2017 Q4	–	Sell	-3,059	Closed	-$172K	–	46
2017 Q3	$172K	Buy	+3,059	New	+$175K	0.02%	44

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

Sage Advisory Services's AMLP Position: Q4 2019 in Review

Sage Advisory Services sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 3,910 shares — an estimated $179K sold.

Sage Advisory Services first reported a position in AMLP in Q3 2017 and held it in 8 quarters. The position peaked at $630K in Q2 2019. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Sage Advisory Services reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Sage Advisory Services sold 3,910 Alerian MLP ETF shares in Q4 2019, an estimated $179K.
Sage Advisory Services first reported a position in Alerian MLP ETF in Q3 2017 and held it in 8 quarters.
Sage Advisory Services's Alerian MLP ETF position peaked at $630K in Q2 2019.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Sage Advisory Services's 13F filing for Q4 2019, filed 28 Jan 2020.