Valley Wealth Managers’s Alerian MLP ETF AMLP Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-6,554	Closed	-$323K	–	191
2019 Q2	$323K	Sell	6,554 -27,788	-81%	-$1.37M	0.03%	163
2019 Q1	$1.72M	Buy	34,342 +28,620	+500%	+$1.4M	0.19%	90
2018 Q4	$250K	Buy	+5,722	New	+$281K	0.03%	148
2017 Q2	–	Sell	-400	Closed	-$25K	–	129
2017 Q1	$25K	Hold	400	–	–	﹤0.01%	153
2016 Q4	$25K	Hold	400	–	–	﹤0.01%	154
2016 Q3	$25K	Hold	400	–	–	﹤0.01%	152
2016 Q2	$25K	Buy	+400	New	+$24.1K	﹤0.01%	159

Other funds holding AMLP

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

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

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

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

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

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

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valley Wealth Managers's AMLP Position: Q3 2019 in Review

Valley Wealth Managers sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 6,554 shares — an estimated $323K sold.

Valley Wealth Managers first reported a position in AMLP in Q2 2016 and held it in 7 quarters. The position peaked at $1.72M in Q1 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Valley Wealth Managers reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
Valley Wealth Managers sold 6,554 Alerian MLP ETF shares in Q3 2019, an estimated $323K.
Valley Wealth Managers first reported a position in Alerian MLP ETF in Q2 2016 and held it in 7 quarters.
Valley Wealth Managers's Alerian MLP ETF position peaked at $1.72M in Q1 2019.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Valley Wealth Managers's 13F filing for Q3 2019, filed 1 Nov 2019.