Verity Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Verity Asset 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
2018 Q4	–	Sell	-23,816	Closed	-$1.27M	–	109
2018 Q3	$1.27M	Buy	23,816 +1,657	+7%	+$89.4K	1.26%	23
2018 Q2	$1.12M	Buy	+22,159	New	+$1.12M	1.01%	26
2016 Q1	–	Sell	-10,272	Closed	-$619K	–	86
2015 Q4	$619K	Buy	+10,272	New	+$643K	0.71%	30

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

Verity Asset Management's AMLP Position: Q4 2018 in Review

Verity Asset Management sold out of Alerian MLP ETF (AMLP) in Q4 2018, closing a stake of 23,816 shares — an estimated $1.27M sold.

Verity Asset Management first reported a position in AMLP in Q4 2015 and held it in 3 quarters. The position peaked at $1.27M in Q3 2018. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

Verity Asset Management reported no remaining Alerian MLP ETF position as of Q4 2018 after selling out during the quarter.
Verity Asset Management sold 23,816 Alerian MLP ETF shares in Q4 2018, an estimated $1.27M.
Verity Asset Management first reported a position in Alerian MLP ETF in Q4 2015 and held it in 3 quarters.
Verity Asset Management's Alerian MLP ETF position peaked at $1.27M in Q3 2018.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on Verity Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.