Taylor Wealth Management Partners’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-80
Closed -$5K 141
2015
Q3
$5K Hold
80
﹤0.01% 135
2015
Q2
$6K Sell
80
-57
-42% -$4.74K ﹤0.01% 160
2015
Q1
$11K Buy
+137
New +$11.6K ﹤0.01% 136

Other funds holding AMLP

Taylor Wealth Management Partners's AMLP Position: Q4 2015 in Review

Taylor Wealth Management Partners sold out of Alerian MLP ETF (AMLP) in Q4 2015, closing a stake of 80 shares — an estimated $5K sold.

Taylor Wealth Management Partners first reported a position in AMLP in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 461 funds tracked by Wall St. Rank hold AMLP as of Q4 2015.

  • Taylor Wealth Management Partners reported no remaining Alerian MLP ETF position as of Q4 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 80 Alerian MLP ETF shares in Q4 2015, an estimated $5K.
  • Taylor Wealth Management Partners first reported a position in Alerian MLP ETF in Q1 2015 and held it in 3 quarters.
  • Taylor Wealth Management Partners's Alerian MLP ETF position peaked at $11K in Q1 2015.
  • 461 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2015, filed 7 Jan 2016.