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Strategic Capital Group’s Alerian MLP ETF AMLP Stock Holding History

Strategic Capital Group’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 		$113K Sell
1,191
-41,382
-97% -$3.77M 0.04% 163
2014
Q1 		$3.76M Buy
42,573
+39,290
+1,197% +$3.45M 1.22% 22
2013
Q4 		$292K Sell
3,283
-29,340
-90% -$2.57M 0.23% 92
2013
Q3 		$2.87M Buy
32,623
+1,100
+3% +$97K 1.08% 26
2013
Q2 		$2.81M Buy
+31,523
New +$2.78M 1.4% 15

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 Capital Group's AMLP Position: Q2 2014 in Review

Strategic Capital Group reduced its Alerian MLP ETF (AMLP) stake by 97% in Q2 2014, selling an estimated $3.77M and leaving 1,191 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #163.

Strategic Capital Group first reported a position in AMLP in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.76M in Q1 2014. 354 funds tracked by Wall St. Rank hold AMLP as of Q2 2014.

  • Strategic Capital Group held 1,191 shares of Alerian MLP ETF worth $113K as of Q2 2014.
  • Strategic Capital Group sold 41,382 Alerian MLP ETF shares in Q2 2014, an estimated $3.77M.
  • Alerian MLP ETF made up 0.04% of Strategic Capital Group's portfolio in Q2 2014, its #163 holding.
  • Strategic Capital Group first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's Alerian MLP ETF position peaked at $3.76M in Q1 2014.
  • 354 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.