YHB Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-22,137
| Closed | -$1.38M | – | 160 |
|
|
2015
Q3 | $1.38M | Sell |
22,137
-11,973
| -35% | -$747K | 0.33% | 87 |
|
|
2015
Q2 | $2.65M | Sell |
34,110
-2,960
| -8% | -$230K | 0.58% | 61 |
|
|
2015
Q1 | $3.07M | Buy |
37,070
+2,183
| +6% | +$181K | 0.69% | 52 |
|
|
2014
Q4 | $3.06M | Buy |
34,887
+306
| +0.9% | +$26.8K | 0.7% | 50 |
|
|
2014
Q3 | $3.32M | Buy |
34,581
+444
| +1% | +$42.6K | 0.8% | 45 |
|
|
2014
Q2 | $3.24M | Sell |
34,137
-567
| -2% | -$53.9K | 0.78% | 47 |
|
|
2014
Q1 | $3.06M | Sell |
34,704
-6,732
| -16% | -$594K | 0.78% | 47 |
|
|
2013
Q4 | $3.69M | Sell |
41,436
-1,434
| -3% | -$128K | 0.99% | 37 |
|
|
2013
Q3 | $3.77M | Sell |
42,870
-139
| -0.3% | -$12.2K | 1.12% | 33 |
|
|
2013
Q2 | $3.84M | Buy |
+43,009
| New | +$3.84M | 1.2% | 29 |
|