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TAM Capital Management’s Alerian MLP ETF AMLP Stock Holding History

TAM Capital Management’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
2018
Q4 		$5.22M Buy
+119,500
New +$5.86M 5.99% 6
2018
Q2 		– Sell
-14,592
Closed -$684K – 9
2018
Q1 		$684K Buy
+14,592
New +$780K 0.65% 9

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

TAM Capital Management's AMLP Position: Q4 2018 in Review

TAM Capital Management opened a new position in Alerian MLP ETF (AMLP) in Q4 2018: 119,500 shares worth $5.22M. The stake represents 5.99% of the portfolio and ranks #6 among its holdings. This is a return to the name: TAM Capital Management previously reported a position in AMLP as recently as Q1 2018.

TAM Capital Management first reported a position in AMLP in Q1 2018 and has held it in 2 quarters since. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

  • TAM Capital Management held 119,500 shares of Alerian MLP ETF worth $5.22M as of Q4 2018.
  • Alerian MLP ETF was a new TAM Capital Management position in Q4 2018.
  • Alerian MLP ETF made up 5.99% of TAM Capital Management's portfolio in Q4 2018, its #6 holding.
  • TAM Capital Management first reported a position in Alerian MLP ETF in Q1 2018 and has held it in 2 quarters since.
  • 645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on TAM Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.