Whalerock Point Partners’s Alerian MLP ETF AMLP Stock Holding History

Whalerock Point Partners’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 Q3	–	Sell	-2,185	Closed	-$110K	–	117
2018 Q2	$110K	Hold	2,185	–	–	0.09%	117
2018 Q1	$102K	Buy	+2,185	New	+$117K	0.03%	194

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Whalerock Point Partners's AMLP Position: Q3 2018 in Review

Whalerock Point Partners sold out of Alerian MLP ETF (AMLP) in Q3 2018, closing a stake of 2,185 shares — an estimated $110K sold.

Whalerock Point Partners first reported a position in AMLP in Q1 2018 and held it in 2 quarters. The position peaked at $110K in Q2 2018. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

Whalerock Point Partners reported no remaining Alerian MLP ETF position as of Q3 2018 after selling out during the quarter.
Whalerock Point Partners sold 2,185 Alerian MLP ETF shares in Q3 2018, an estimated $110K.
Whalerock Point Partners first reported a position in Alerian MLP ETF in Q1 2018 and held it in 2 quarters.
Whalerock Point Partners's Alerian MLP ETF position peaked at $110K in Q2 2018.
592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Whalerock Point Partners's 13F filing for Q3 2018, filed 4 Mar 2019.