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WFG Advisors’s Alerian MLP ETF AMLP Stock Holding History

WFG Advisors’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
2017
Q2 		$730K Buy
12,203
+2,471
+25% +$151K 0.17% 147
2017
Q1 		$618K Sell
9,732
-3,315
-25% -$213K 0.16% 139
2016
Q4 		$822K Sell
13,047
-8,354
-39% -$516K 0.2% 125
2016
Q3 		$1.36M Buy
21,401
+1,369
+7% +$86.6K 0.34% 79
2016
Q2 		$1.27M Buy
20,032
+1,905
+11% +$115K 0.34% 75
2016
Q1 		$990K Sell
18,127
-1,021
-5% -$51.9K 0.29% 85
2015
Q4 		$1.15M Sell
19,148
-1,358
-7% -$85K 0.35% 70
2015
Q3 		$1.28M Buy
20,506
+882
+4% +$64.1K 0.4% 52
2015
Q2 		$1.53M Buy
19,624
+1,249
+7% +$104K 0.42% 47
2015
Q1 		$1.52M Buy
18,375
+1,097
+6% +$92.7K 0.42% 43
2014
Q4 		$1.51M Buy
17,278
+3,911
+29% +$355K 0.31% 67
2014
Q3 		$1.28M Buy
13,367
+2,357
+21% +$223K 0.24% 92
2014
Q2 		$1.05M Buy
11,010
+2,905
+36% +$265K 0.2% 118
2014
Q1 		$716K Sell
8,105
-62,782
-89% -$5.51M 0.14% 180
2013
Q4 		$6.3M Sell
70,887
-10,972
-13% -$963K 0.9% 14
2013
Q3 		$7.2M Sell
81,859
-8,246
-9% -$727K 1.11% 8
2013
Q2 		$8.04M Buy
+90,105
New +$7.95M 1.34% 5

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

WFG Advisors's AMLP Position: Q2 2017 in Review

WFG Advisors increased its Alerian MLP ETF (AMLP) stake by 25% in Q2 2017, buying an estimated $151K and bringing the position to 12,203 shares worth $730K. The position accounts for 0.17% of the portfolio, ranked #147.

WFG Advisors first reported a position in AMLP in Q2 2013 and has held it in 17 quarters since. The position peaked at $8.04M in Q2 2013. 526 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

  • WFG Advisors held 12,203 shares of Alerian MLP ETF worth $730K as of Q2 2017.
  • WFG Advisors bought 2,471 Alerian MLP ETF shares in Q2 2017, an estimated $151K.
  • Alerian MLP ETF made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #147 holding.
  • WFG Advisors first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Alerian MLP ETF position peaked at $8.04M in Q2 2013.
  • 526 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.