Welch & Forbes’s Alerian MLP ETF AMLP Stock Holding History

Welch & Forbes’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 Q3	–	Sell	-2,253	Closed	-$111K	–	349
2019 Q2	$111K	Hold	2,253	–	–	﹤0.01%	343
2019 Q1	$113K	Buy	2,253 +21	+0.9%	+$1.03K	﹤0.01%	345
2018 Q4	$97K	Buy	+2,232	New	+$109K	﹤0.01%	335
2016 Q2	–	Sell	-4,115	Closed	-$225K	–	338
2016 Q1	$225K	Buy	+4,115	New	+$209K	0.01%	318

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Welch & Forbes's AMLP Position: Q3 2019 in Review

Welch & Forbes sold out of Alerian MLP ETF (AMLP) in Q3 2019, closing a stake of 2,253 shares — an estimated $111K sold.

Welch & Forbes first reported a position in AMLP in Q1 2016 and held it in 4 quarters. The position peaked at $225K in Q1 2016. 613 funds tracked by Wall St. Rank hold AMLP as of Q3 2019.

Welch & Forbes reported no remaining Alerian MLP ETF position as of Q3 2019 after selling out during the quarter.
Welch & Forbes sold 2,253 Alerian MLP ETF shares in Q3 2019, an estimated $111K.
Welch & Forbes first reported a position in Alerian MLP ETF in Q1 2016 and held it in 4 quarters.
Welch & Forbes's Alerian MLP ETF position peaked at $225K in Q1 2016.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2019.

Based on Welch & Forbes's 13F filing for Q3 2019, filed 11 Oct 2019.