YorkBridge Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

YorkBridge Wealth 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 Q2	–	Sell	-1,430	Closed	-$69K	–	842
2018 Q1	$69K	Sell	1,430 -520	-27%	-$27.8K	0.03%	333
2017 Q4	$107K	Sell	1,950 -200	-9%	-$10.7K	0.05%	278
2017 Q3	$121K	Sell	2,150 -68	-3%	-$3.89K	0.06%	236
2017 Q2	$134K	Hold	2,218	–	–	0.07%	212
2017 Q1	$140K	Sell	2,218 -100	-4%	-$6.42K	0.07%	201
2016 Q4	$142K	Buy	+2,318	New	+$143K	0.08%	191

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

YorkBridge Wealth Partners's AMLP Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q2 2018, closing a stake of 1,430 shares — an estimated $69K sold.

YorkBridge Wealth Partners first reported a position in AMLP in Q4 2016 and held it in 6 quarters. The position peaked at $142K in Q4 2016. 602 funds tracked by Wall St. Rank hold AMLP as of Q2 2018.

YorkBridge Wealth Partners reported no remaining Alerian MLP ETF position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,430 Alerian MLP ETF shares in Q2 2018, an estimated $69K.
YorkBridge Wealth Partners first reported a position in Alerian MLP ETF in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's Alerian MLP ETF position peaked at $142K in Q4 2016.
602 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.