Westshore Wealth’s Alerian MLP ETF AMLP Stock Holding History

Westshore Wealth’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 Q4	$93K	Buy	+2,177	New	+$91.4K	0.1%	72

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Westshore Wealth's AMLP Position: Q4 2019 in Review

Westshore Wealth opened a new position in Alerian MLP ETF (AMLP) in Q4 2019: 2,177 shares worth $93K. The stake represents 0.1% of the portfolio and ranks #72 among its holdings.

679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Westshore Wealth held 2,177 shares of Alerian MLP ETF worth $93K as of Q4 2019.
Alerian MLP ETF was a new Westshore Wealth position in Q4 2019.
Alerian MLP ETF made up 0.1% of Westshore Wealth's portfolio in Q4 2019, its #72 holding.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Westshore Wealth's 13F filing for Q4 2019, filed 30 Mar 2020.