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Abundance Wealth Counselors’s Alerian MLP ETF AMLP Stock Holding History

Abundance Wealth Counselors’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
Q4 		– Sell
-45,023
Closed -$900K – 83
2020
Q3 		$900K Buy
+45,023
New +$1.04M 0.26% 34

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abundance Wealth Counselors's AMLP Position: Q4 2020 in Review

Abundance Wealth Counselors sold out of Alerian MLP ETF (AMLP) in Q4 2020, closing a stake of 45,023 shares — an estimated $900K sold.

Abundance Wealth Counselors first reported a position in AMLP in Q3 2020 and held it in 1 quarter. The position peaked at $900K in Q3 2020. 429 funds tracked by Wall St. Rank hold AMLP as of Q4 2020.

  • Abundance Wealth Counselors reported no remaining Alerian MLP ETF position as of Q4 2020 after selling out during the quarter.
  • Abundance Wealth Counselors sold 45,023 Alerian MLP ETF shares in Q4 2020, an estimated $900K.
  • Abundance Wealth Counselors first reported a position in Alerian MLP ETF in Q3 2020 and held it in 1 quarter.
  • Abundance Wealth Counselors's Alerian MLP ETF position peaked at $900K in Q3 2020.
  • 429 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2020.

Based on Abundance Wealth Counselors's 13F filing for Q4 2020, filed 27 Jan 2021.