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TrueWealth LLC’s Alerian MLP ETF AMLP Stock Holding History

TrueWealth LLC’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
Q1 		– Sell
-497
Closed -$22K – 723
2018
Q4 		$22K Buy
497
+10
+2% +$491 0.01% 345
2018
Q3 		$26K Buy
487
+9
+2% +$485 0.01% 351
2018
Q2 		$24K Buy
+478
New +$24.2K 0.01% 359

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

TrueWealth LLC's AMLP Position: Q1 2019 in Review

TrueWealth LLC sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 497 shares — an estimated $22K sold.

TrueWealth LLC first reported a position in AMLP in Q2 2018 and held it in 3 quarters. The position peaked at $26K in Q3 2018. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

  • TrueWealth LLC reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
  • TrueWealth LLC sold 497 Alerian MLP ETF shares in Q1 2019, an estimated $22K.
  • TrueWealth LLC first reported a position in Alerian MLP ETF in Q2 2018 and held it in 3 quarters.
  • TrueWealth LLC's Alerian MLP ETF position peaked at $26K in Q3 2018.
  • 646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.