Sterling Investment Advisors (Pennsylvania)’s InfraCap MLP ETF AMZA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio AMZA Stock Details AMZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-250	Closed	-$19K	–	404
2018 Q3	$19K	Hold	250	–	–	0.01%	310
2018 Q2	$18K	Hold	250	–	–	0.01%	296
2018 Q1	$17K	Hold	250	–	–	0.01%	283
2017 Q4	$22K	Buy	+250	New	+$21K	0.01%	254

Other funds holding AMZA

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AMZA Position: Q4 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of InfraCap MLP ETF (AMZA) in Q4 2018, closing a stake of 250 shares — an estimated $19K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AMZA in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q4 2017. 57 funds tracked by Wall St. Rank hold AMZA as of Q4 2018.

Sterling Investment Advisors (Pennsylvania) reported no remaining InfraCap MLP ETF position as of Q4 2018 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 250 InfraCap MLP ETF shares in Q4 2018, an estimated $19K.
Sterling Investment Advisors (Pennsylvania) first reported a position in InfraCap MLP ETF in Q4 2017 and held it in 4 quarters.
Sterling Investment Advisors (Pennsylvania)'s InfraCap MLP ETF position peaked at $22K in Q4 2017.
57 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2018, filed 18 Jan 2019.