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Wagner Wealth Management (South Carolina)’s Alerian MLP ETF AMLP Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$2K Hold
39
– – ﹤0.01% 540
2018
Q2 		$2K Hold
39
– – ﹤0.01% 509
2018
Q1 		$2K Hold
39
– – ﹤0.01% 466
2017
Q4 		$2K Buy
+39
New +$2.09K ﹤0.01% 631

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
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

Wagner Wealth Management (South Carolina)'s AMLP Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Alerian MLP ETF (AMLP) position steady in Q3 2018 at 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Wagner Wealth Management (South Carolina) first reported a position in AMLP in Q4 2017 and has held it in 4 quarters since. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 39 shares of Alerian MLP ETF worth $2K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Alerian MLP ETF share count unchanged in Q3 2018.
  • Alerian MLP ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #540 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 4 quarters since.
  • 592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.