Sit Investment Associates’s Alerian MLP ETF AMLP Stock Holding History

Sit Investment Associates’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 Q3	–	Sell	-2,000	Closed	-$98K	–	522
2019 Q2	$98K	Buy	+2,000	New	+$98.9K	﹤0.01%	496
2017 Q1	–	Sell	-1,520	Closed	-$96K	–	515
2016 Q4	$96K	Sell	1,520 -14,480	-91%	-$895K	﹤0.01%	461
2016 Q3	$1.01M	Buy	+16,000	New	+$1.01M	0.03%	302
2016 Q1	–	Sell	-8,000	Closed	-$482K	–	475
2015 Q4	$482K	Buy	+8,000	New	+$501K	0.01%	360

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sit Investment Associates's AMLP Position: Q3 2019 in Review

Sit Investment Associates sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 2,000 shares — an estimated $98K sold.

Sit Investment Associates first reported a position in AMLP in Q4 2015 and held it in 4 quarters. The position peaked at $1.01M in Q3 2016. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Sit Investment Associates reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
Sit Investment Associates sold 2,000 Alerian MLP ETF shares in Q3 2019, an estimated $98K.
Sit Investment Associates first reported a position in Alerian MLP ETF in Q4 2015 and held it in 4 quarters.
Sit Investment Associates's Alerian MLP ETF position peaked at $1.01M in Q3 2016.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Sit Investment Associates's 13F filing for Q3 2019, filed 13 Nov 2019.