WealthOne’s Alerian MLP ETF AMLP Stock Holding History

WealthOne’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	-155	Closed	-$7K	–	97
2018 Q4	$7K	Buy	+155	New	+$7.6K	0.01%	409

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CSIA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

WealthOne's AMLP Position: Q1 2019 in Review

WealthOne sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 155 shares — an estimated $7K sold.

WealthOne first reported a position in AMLP in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

WealthOne reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 155 Alerian MLP ETF shares in Q1 2019, an estimated $7K.
WealthOne first reported a position in Alerian MLP ETF in Q4 2018 and held it in 1 quarter.
WealthOne's Alerian MLP ETF position peaked at $7K in Q4 2018.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.