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1834 Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

1834 Investment Advisors’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
2020
Q2 		– Sell
-400
Closed -$7K – 448
2020
Q1 		$7K Hold
400
– – ﹤0.01% 346
2019
Q4 		$17K Hold
400
– – ﹤0.01% 336
2019
Q3 		$18K Buy
+400
New +$18.9K ﹤0.01% 332
2018
Q4 		– Sell
-2,460
Closed -$131K – 403
2018
Q3 		$131K Sell
2,460
-762
-24% -$41.1K 0.02% 220
2018
Q2 		$163K Hold
3,222
– – 0.03% 195
2018
Q1 		$151K Hold
3,222
– – 0.03% 189
2017
Q4 		$174K Sell
3,222
-827
-20% -$44.2K 0.03% 189
2017
Q3 		$227K Buy
+4,049
New +$232K 0.04% 157
2015
Q4 		– Sell
-6,984
Closed -$436K – 177
2015
Q3 		$436K Sell
6,984
-1,989
-22% -$145K 0.11% 134
2015
Q2 		$698K Sell
8,973
-243
-3% -$20.2K 0.19% 94
2015
Q1 		$764K Sell
9,216
-12,792
-58% -$1.08M 0.21% 94
2014
Q4 		$1.93M Sell
22,008
-90
-0.4% -$8.16K 0.53% 54
2014
Q3 		$2.12M Sell
22,098
-244
-1% -$23.1K 0.58% 56
2014
Q2 		$2.12M Buy
22,342
+1,214
+6% +$111K 0.57% 58
2014
Q1 		$1.87M Buy
21,128
+448
+2% +$39.3K 0.55% 60
2013
Q4 		$1.84M Sell
20,680
-492
-2% -$43.2K 0.54% 60
2013
Q3 		$1.86M Buy
21,172
+1,799
+9% +$159K 0.61% 55
2013
Q2 		$1.73M Buy
+19,373
New +$1.71M 0.59% 54

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

1834 Investment Advisors's AMLP Position: Q2 2020 in Review

1834 Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 400 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in AMLP in Q2 2013 and held it in 18 quarters. The position peaked at $2.12M in Q2 2014. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • 1834 Investment Advisors reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • 1834 Investment Advisors sold 400 Alerian MLP ETF shares in Q2 2020, an estimated $7K.
  • 1834 Investment Advisors first reported a position in Alerian MLP ETF in Q2 2013 and held it in 18 quarters.
  • 1834 Investment Advisors's Alerian MLP ETF position peaked at $2.12M in Q2 2014.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on 1834 Investment Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.