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Strategic Advisors’s Alerian MLP ETF AMLP Stock Holding History

Strategic 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
2014
Q2 		– Sell
-2,784
Closed -$246K – 135
2014
Q1 		$246K Sell
2,784
-432
-13% -$37.9K 0.17% 122
2013
Q4 		$286K Buy
3,216
+284
+10% +$24.9K 0.19% 116
2013
Q3 		$258K Buy
+2,932
New +$259K 0.21% 112

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Advisors's AMLP Position: Q2 2014 in Review

Strategic Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2014, closing a stake of 2,784 shares — an estimated $246K sold.

Strategic Advisors first reported a position in AMLP in Q3 2013 and held it in 3 quarters. The position peaked at $286K in Q4 2013. 354 funds tracked by Wall St. Rank hold AMLP as of Q2 2014.

  • Strategic Advisors reported no remaining Alerian MLP ETF position as of Q2 2014 after selling out during the quarter.
  • Strategic Advisors sold 2,784 Alerian MLP ETF shares in Q2 2014, an estimated $246K.
  • Strategic Advisors first reported a position in Alerian MLP ETF in Q3 2013 and held it in 3 quarters.
  • Strategic Advisors's Alerian MLP ETF position peaked at $286K in Q4 2013.
  • 354 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2014.

Based on Strategic Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.