Squar Milner Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Squar Milner Financial 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 Q3	–	Sell	-43	Closed	-$2K	–	241
2019 Q2	$2K	Hold	43	–	–	﹤0.01%	714
2019 Q1	$2K	Hold	43	–	–	﹤0.01%	761
2018 Q4	$2K	Sell	43 -540	-93%	-$26.5K	﹤0.01%	678
2018 Q3	$31K	Hold	583	–	–	0.03%	360
2018 Q2	$29K	Buy	+583	New	+$29.6K	0.03%	426

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

Squar Milner Financial Services's AMLP Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 43 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in AMLP in Q2 2018 and held it in 5 quarters. The position peaked at $31K in Q3 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Squar Milner Financial Services reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 43 Alerian MLP ETF shares in Q3 2019, an estimated $2K.
Squar Milner Financial Services first reported a position in Alerian MLP ETF in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's Alerian MLP ETF position peaked at $31K in Q3 2018.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.