Smith & Howard Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-244
Closed -$22K 51
2013
Q4
$22K Hold
244
0.01% 156
2013
Q3
$21K Buy
244
+200
+455% +$17.6K 0.01% 150
2013
Q2
$4K Buy
+44
New +$3.88K ﹤0.01% 202

Other funds holding AMLP

Smith & Howard Wealth Management's AMLP Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2014, closing a stake of 244 shares — an estimated $22K sold.

Smith & Howard Wealth Management first reported a position in AMLP in Q2 2013 and held it in 3 quarters. The position peaked at $22K in Q4 2013. 346 funds tracked by Wall St. Rank hold AMLP as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 244 Alerian MLP ETF shares in Q1 2014, an estimated $22K.
  • Smith & Howard Wealth Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Alerian MLP ETF position peaked at $22K in Q4 2013.
  • 346 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.