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Sharkey, Howes & Javer’s Alerian MLP ETF AMLP Stock Holding History

Sharkey, Howes & Javer’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
2018
Q2 		– Sell
-24
Closed -$1K – 203
2018
Q1 		$1K Buy
+24
New +$1.28K ﹤0.01% 190
2017
Q2 		– Sell
-931
Closed -$59K – 207
2017
Q1 		$59K Hold
931
– – 0.03% 85
2016
Q4 		$59K Hold
931
– – 0.04% 85
2016
Q3 		$59K Hold
931
– – 0.04% 84
2016
Q2 		$59K Hold
931
– – 0.04% 85
2016
Q1 		$51K Hold
931
– – 0.04% 87
2015
Q4 		$56K Buy
+931
New +$58.3K 0.04% 83

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return