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

TD 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
2019 Q4	–	Sell	-5	Closed	–	–	254
2019 Q3	$0	Hold	5	–	–	﹤0.01%	261
2019 Q2	$0	Hold	5	–	–	﹤0.01%	253
2019 Q1	$0	Hold	5	–	–	﹤0.01%	213
2018 Q4	$0	Hold	5	–	–	﹤0.01%	213
2018 Q3	$0	Hold	5	–	–	﹤0.01%	191
2018 Q2	$0	Hold	5	–	–	﹤0.01%	180
2018 Q1	$0	Hold	5	–	–	﹤0.01%	185
2017 Q4	$0	Hold	5	–	–	﹤0.01%	187
2017 Q3	$0	Buy	+5	New	+$286	﹤0.01%	255
2014 Q3	–	Sell	-1,198	Closed	-$114K	–	150
2014 Q2	$114K	Buy	1,198 +18	+2%	+$1.64K	0.03%	63
2014 Q1	$104K	Buy	1,180 +18	+2%	+$1.58K	0.02%	63
2013 Q4	$103K	Buy	1,162 +18	+2%	+$1.58K	0.02%	63
2013 Q3	$101K	Buy	+1,144	New	+$101K	0.02%	96

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TD Capital Management's AMLP Position: Q4 2019 in Review

TD Capital Management sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 5 shares.

TD Capital Management first reported a position in AMLP in Q3 2013 and held it in 13 quarters. The position peaked at $114K in Q2 2014. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

TD Capital Management reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
TD Capital Management sold 5 Alerian MLP ETF shares in Q4 2019.
TD Capital Management first reported a position in Alerian MLP ETF in Q3 2013 and held it in 13 quarters.
TD Capital Management's Alerian MLP ETF position peaked at $114K in Q2 2014.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on TD Capital Management's 13F filing for Q4 2019, filed 5 Feb 2020.