Security National Trust’s Alerian MLP ETF AMLP Stock Holding History

Security National Trust’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	-240	Closed	-$10K	–	371
2018 Q4	$10K	Hold	240	–	–	﹤0.01%	317
2018 Q3	$13K	Hold	240	–	–	﹤0.01%	321
2018 Q2	$12K	Hold	240	–	–	﹤0.01%	333
2018 Q1	$11K	Hold	240	–	–	﹤0.01%	338
2017 Q4	$13K	Hold	240	–	–	﹤0.01%	325
2017 Q3	$13K	Hold	240	–	–	﹤0.01%	331
2017 Q2	$14K	Buy	240 +120	+100%	+$7.31K	﹤0.01%	345
2017 Q1	$8K	Hold	120	–	–	﹤0.01%	373
2016 Q4	$8K	Hold	120	–	–	﹤0.01%	379
2016 Q3	$8K	Hold	120	–	–	﹤0.01%	386
2016 Q2	$8K	Hold	120	–	–	﹤0.01%	379
2016 Q1	$7K	Sell	120 -974	-89%	-$49.5K	﹤0.01%	392
2015 Q4	$66K	Sell	1,094 -4,086	-79%	-$256K	0.03%	246
2015 Q3	$323K	Buy	5,180 +119	+2%	+$8.65K	0.13%	134
2015 Q2	$394K	Sell	5,061 -346	-6%	-$28.8K	0.14%	125
2015 Q1	$448K	Sell	5,407 -552	-9%	-$46.6K	0.16%	120
2014 Q4	$522K	Buy	5,959 +1,100	+23%	+$99.7K	0.19%	102
2014 Q3	$465K	Sell	4,859 -1,070	-18%	-$101K	0.19%	108
2014 Q2	$563K	Sell	5,929 -1,309	-18%	-$119K	0.22%	98
2014 Q1	$639K	Sell	7,238 -10	-0.1%	-$877	0.26%	90
2013 Q4	$644K	Buy	7,248 +26	+0.4%	+$2.28K	0.27%	86
2013 Q3	$635K	Buy	7,222 +1,558	+28%	+$137K	0.29%	82
2013 Q2	$505K	Buy	+5,664	New	+$500K	0.24%	93

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

Security National Trust's AMLP Position: Q1 2019 in Review

Security National Trust sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 240 shares — an estimated $10K sold.

Security National Trust first reported a position in AMLP in Q2 2013 and held it in 23 quarters. The position peaked at $644K in Q4 2013. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

Security National Trust reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
Security National Trust sold 240 Alerian MLP ETF shares in Q1 2019, an estimated $10K.
Security National Trust first reported a position in Alerian MLP ETF in Q2 2013 and held it in 23 quarters.
Security National Trust's Alerian MLP ETF position peaked at $644K in Q4 2013.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.