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Wealthspire Advisors (Maryland)’s InfraCap MLP ETF AMZA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AMZA Stock Details AMZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$7K – 2420
2018
Q1 		$7K Hold
100
– – ﹤0.01% 1667
2017
Q4 		$9K Hold
100
– – ﹤0.01% 1617
2017
Q3 		$9K Hold
100
– – ﹤0.01% 1596
2017
Q2 		$10K Buy
+100
New +$10.2K ﹤0.01% 1516

Other funds holding AMZA

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMZA Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of InfraCap MLP ETF (AMZA) in Q2 2018, closing a stake of 100 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in AMZA in Q2 2017 and held it in 4 quarters. The position peaked at $10K in Q2 2017. 61 funds tracked by Wall St. Rank hold AMZA as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining InfraCap MLP ETF position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 InfraCap MLP ETF shares in Q2 2018, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in InfraCap MLP ETF in Q2 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s InfraCap MLP ETF position peaked at $10K in Q2 2017.
  • 61 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.