Whitney & Co’s Alerian MLP ETF AMLP Stock Holding History

Whitney & Co’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 Q2	–	Sell	-240	Closed	-$11K	–	322
2018 Q1	$11K	Buy	+240	New	+$12.8K	﹤0.01%	234

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 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

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

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

Whitney & Co's AMLP Position: Q2 2018 in Review

Whitney & Co sold out of Alerian MLP ETF (AMLP) in Q2 2018, closing a stake of 240 shares — an estimated $11K sold.

Whitney & Co first reported a position in AMLP in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 602 funds tracked by Wall St. Rank hold AMLP as of Q2 2018.

Whitney & Co reported no remaining Alerian MLP ETF position as of Q2 2018 after selling out during the quarter.
Whitney & Co sold 240 Alerian MLP ETF shares in Q2 2018, an estimated $11K.
Whitney & Co first reported a position in Alerian MLP ETF in Q1 2018 and held it in 1 quarter.
Whitney & Co's Alerian MLP ETF position peaked at $11K in Q1 2018.
602 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2018.

Based on Whitney & Co's 13F filing for Q2 2018, filed 14 Aug 2018.