WealthTrust-Arizona’s Alerian MLP ETF AMLP Stock Holding History

WealthTrust-Arizona’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	$143K	Buy	3,272 +45	+1%	+$2.21K	0.08%	75
2018 Q3	$172K	Buy	3,227 +998	+45%	+$53.8K	0.08%	73
2018 Q2	$113K	Buy	2,229 +43	+2%	+$2.18K	0.06%	89
2018 Q1	$102K	Buy	2,186 +42	+2%	+$2.25K	0.05%	97
2017 Q4	$116K	Buy	2,144 +42	+2%	+$2.25K	0.06%	94
2017 Q3	$118K	Buy	2,102 +41	+2%	+$2.34K	0.06%	88
2017 Q2	$123K	Hold	2,061	–	–	0.06%	83
2017 Q1	$131K	Buy	2,061 +34	+2%	+$2.18K	0.07%	80
2016 Q4	$128K	Buy	2,027 +75	+4%	+$4.63K	0.07%	79
2016 Q3	$124K	Sell	1,952 -580	-23%	-$36.7K	0.07%	80
2016 Q2	$161K	Buy	2,532 +38	+2%	+$2.29K	0.1%	76
2016 Q1	$136K	Sell	2,494 -5,048	-67%	-$257K	0.09%	74
2015 Q4	$454K	Buy	7,542 +6,926	+1,124%	+$433K	0.27%	35
2015 Q3	$38K	Hold	616	–	–	0.02%	178
2015 Q2	$48K	Hold	616	–	–	0.03%	162
2015 Q1	$51K	Hold	616	–	–	0.03%	154
2014 Q4	$54K	Hold	616	–	–	0.05%	143
2014 Q3	$59K	Hold	616	–	–	0.07%	137
2014 Q2	$58K	Hold	616	–	–	0.06%	148
2014 Q1	$54K	Hold	616	–	–	0.06%	149
2013 Q4	$55K	Hold	616	–	–	0.06%	135
2013 Q3	$54K	Hold	616	–	–	0.07%	128
2013 Q2	$55K	Buy	+616	New	+$54.4K	0.07%	129

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

WealthTrust-Arizona's AMLP Position: Q4 2018 in Review

WealthTrust-Arizona increased its Alerian MLP ETF (AMLP) stake by 1.4% in Q4 2018, buying an estimated $2.21K and bringing the position to 3,272 shares worth $143K. The position accounts for 0.08% of the portfolio, ranked #75.

WealthTrust-Arizona first reported a position in AMLP in Q2 2013 and has held it in 23 quarters since. The position peaked at $454K in Q4 2015. 645 funds tracked by Wall St. Rank hold AMLP as of Q4 2018.

WealthTrust-Arizona held 3,272 shares of Alerian MLP ETF worth $143K as of Q4 2018.
WealthTrust-Arizona bought 45 Alerian MLP ETF shares in Q4 2018, an estimated $2.21K.
Alerian MLP ETF made up 0.08% of WealthTrust-Arizona's portfolio in Q4 2018, its #75 holding.
WealthTrust-Arizona first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Alerian MLP ETF position peaked at $454K in Q4 2015.
645 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.