SFM
Signature Financial Management’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-25,393
| Closed | -$320K | – | 149 |
|
2016
Q4 | $320K | Sell |
25,393
-369
| -1% | -$4.65K | 0.12% | 100 |
|
2016
Q3 | $328K | Sell |
25,762
-2,093
| -8% | -$26.6K | 0.13% | 90 |
|
2016
Q2 | $354K | Sell |
27,855
-4,658
| -14% | -$59.2K | 0.17% | 76 |
|
2016
Q1 | $357K | Sell |
32,513
-8,438
| -21% | -$92.7K | 0.17% | 72 |
|
2015
Q4 | $495K | Buy |
+40,951
| New | +$495K | 0.24% | 53 |
|