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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $8.53B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sharkey, Howes & Javer's AMLP Position: Q2 2018 in Review

Sharkey, Howes & Javer sold out of Alerian MLP ETF (AMLP) in Q2 2018, closing a stake of 24 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in AMLP in Q4 2015 and held it in 7 quarters. The position peaked at $59K in Q1 2017. 601 funds tracked by Wall St. Rank hold AMLP as of Q2 2018.

Sharkey, Howes & Javer reported no remaining Alerian MLP ETF position as of Q2 2018 after selling out during the quarter.
Sharkey, Howes & Javer sold 24 Alerian MLP ETF shares in Q2 2018, an estimated $1K.
Sharkey, Howes & Javer first reported a position in Alerian MLP ETF in Q4 2015 and held it in 7 quarters.
Sharkey, Howes & Javer's Alerian MLP ETF position peaked at $59K in Q1 2017.
601 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2018, filed 26 Jul 2018.