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Westside Investment Management’s InfraCap MLP ETF AMZA Stock Holding History

Westside Investment Management’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
2017
Q4 		– Sell
-420
Closed -$37.5K – 843
2017
Q3 		$37.5K Hold
420
– – 0.02% 297
2017
Q2 		$39.9K Hold
420
– – 0.03% 281
2017
Q1 		$44.6K Buy
420
+60
+17% +$6.67K 0.02% 270
2016
Q4 		$39.2K Buy
+360
New +$39.1K 0.03% 204

Other funds holding AMZA

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Westside Investment Management's AMZA Position: Q4 2017 in Review

Westside Investment Management sold out of InfraCap MLP ETF (AMZA) in Q4 2017, closing a stake of 420 shares — an estimated $37.5K sold.

Westside Investment Management first reported a position in AMZA in Q4 2016 and held it in 4 quarters. The position peaked at $44.6K in Q1 2017. 54 funds tracked by Wall St. Rank hold AMZA as of Q4 2017.

  • Westside Investment Management reported no remaining InfraCap MLP ETF position as of Q4 2017 after selling out during the quarter.
  • Westside Investment Management sold 420 InfraCap MLP ETF shares in Q4 2017, an estimated $37.5K.
  • Westside Investment Management first reported a position in InfraCap MLP ETF in Q4 2016 and held it in 4 quarters.
  • Westside Investment Management's InfraCap MLP ETF position peaked at $44.6K in Q1 2017.
  • 54 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q4 2017.

Based on Westside Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.