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Shine Investment Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Shine Investment 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
Q2 		– Sell
-104
Closed -$5K – 687
2019
Q1 		$5K Sell
104
-96
-48% -$4.71K ﹤0.01% 621
2018
Q4 		$9K Buy
+200
New +$9.81K ﹤0.01% 532

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shine Investment Advisory Services's AMLP Position: Q2 2019 in Review

Shine Investment Advisory Services sold out of Alerian MLP ETF (AMLP) in Q2 2019, closing a stake of 104 shares — an estimated $5K sold.

Shine Investment Advisory Services first reported a position in AMLP in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q4 2018. 629 funds tracked by Wall St. Rank hold AMLP as of Q2 2019.

  • Shine Investment Advisory Services reported no remaining Alerian MLP ETF position as of Q2 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 104 Alerian MLP ETF shares in Q2 2019, an estimated $5K.
  • Shine Investment Advisory Services first reported a position in Alerian MLP ETF in Q4 2018 and held it in 2 quarters.
  • Shine Investment Advisory Services's Alerian MLP ETF position peaked at $9K in Q4 2018.
  • 629 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2019.

Based on Shine Investment Advisory Services's 13F filing for Q2 2019, filed 25 Jul 2019.