SteelBridge Private Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

SteelBridge Private Wealth Advisors’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
2017 Q4	–	Sell	-2,866	Closed	-$161K	–	33
2017 Q3	$161K	Sell	2,866 -535	-16%	-$30.6K	1.54%	31
2017 Q2	$203K	Buy	+3,401	New	+$207K	0.29%	67

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

SteelBridge Private Wealth Advisors's AMLP Position: Q4 2017 in Review

SteelBridge Private Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2017, closing a stake of 2,866 shares — an estimated $161K sold.

SteelBridge Private Wealth Advisors first reported a position in AMLP in Q2 2017 and held it in 2 quarters. The position peaked at $203K in Q2 2017. 619 funds tracked by Wall St. Rank hold AMLP as of Q4 2017.

SteelBridge Private Wealth Advisors reported no remaining Alerian MLP ETF position as of Q4 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 2,866 Alerian MLP ETF shares in Q4 2017, an estimated $161K.
SteelBridge Private Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2017 and held it in 2 quarters.
SteelBridge Private Wealth Advisors's Alerian MLP ETF position peaked at $203K in Q2 2017.
619 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.