Tiedemann Advisors’s Alerian MLP ETF AMLP Stock Holding History

Tiedemann 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
2018 Q4	–	Sell	-4,309	Closed	-$230K	–	423
2018 Q3	$230K	Sell	4,309 -521	-11%	-$28.1K	0.01%	284
2018 Q2	$243K	Sell	4,830 -32,127	-87%	-$1.63M	0.02%	267
2018 Q1	$1.73M	Buy	36,957 +33,447	+953%	+$1.79M	0.12%	103
2017 Q4	$189K	Buy	+3,510	New	+$188K	0.01%	215

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Tiedemann Advisors's AMLP Position: Q4 2018 in Review

Tiedemann Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 4,309 shares — an estimated $230K sold.

Tiedemann Advisors first reported a position in AMLP in Q4 2017 and held it in 4 quarters. The position peaked at $1.73M in Q1 2018. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

Tiedemann Advisors reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
Tiedemann Advisors sold 4,309 Alerian MLP ETF shares in Q4 2018, an estimated $230K.
Tiedemann Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 4 quarters.
Tiedemann Advisors's Alerian MLP ETF position peaked at $1.73M in Q1 2018.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on Tiedemann Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.