ParenteBeard Wealth Management, LLC AMLP Holdings History
ParenteBeard Wealth Management, LLC's Alerian MLP ETF Holding Summary
As of 2014-12-31, ParenteBeard Wealth Management, LLC held 1,754.20 shares of Alerian MLP ETF(AMLP), totaling $500,650.00. This investment constitutes 6.27% of their stock portfolio, and ParenteBeard Wealth Management, LLC now holds 0.01% of the outstanding Alerian MLP ETF(AMLP) stock.
The initial trade took place in 2013Q4. And since then ParenteBeard Wealth Management, LLC has made 3 purchases of AMLP, at an average price of $44.31, for a total of 105,354.60 shares. In addition, there have been 1 sales at an average price of $48.24 for 103,600.40 shares. Based on historical transaction data and AMLP's current price of $49.11, ParenteBeard Wealth Management, LLC's estimated gain on his AMLP holdings is $415,207.58, reflecting a 8.89% gain to date.
ParenteBeard Wealth Management, LLC AMLP ($49.11) Holding Chart
ParenteBeard Wealth Management, LLC AMLP ($49.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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