Accurate Investment Solutions’s Alerian MLP ETF AMLP Stock Holding History

Accurate Investment Solutions’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	-800	Closed	-$14K	–	25
2020 Q1	$14K	Hold	800	–	–	0.01%	254
2019 Q4	$34K	Hold	800	–	–	0.02%	197
2019 Q3	$37K	Hold	800	–	–	0.03%	136
2019 Q2	$39K	Hold	800	–	–	0.03%	129
2019 Q1	$40K	Hold	800	–	–	0.03%	123
2018 Q4	$35K	Sell	800 -70	-8%	-$3.43K	0.03%	122
2018 Q3	$46K	Buy	870 +67	+8%	+$3.61K	0.03%	130
2018 Q2	$40K	Hold	803	–	–	0.03%	156
2018 Q1	$37K	Hold	803	–	–	0.03%	159
2017 Q4	$43K	Sell	803 -20	-2%	-$1.07K	0.03%	149
2017 Q3	$46K	Buy	823 +3	+0.4%	+$172	0.03%	146
2017 Q2	$49K	Hold	820	–	–	0.04%	129
2017 Q1	$52K	Buy	820 +800	+4,000%	+$51.4K	0.04%	112
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	283
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	279
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	272
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	355
2015 Q4	$1K	Buy	+20	New	+$1.25K	﹤0.01%	288

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Accurate Investment Solutions's AMLP Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 800 shares — an estimated $14K sold.

Accurate Investment Solutions first reported a position in AMLP in Q4 2015 and held it in 18 quarters. The position peaked at $52K in Q1 2017. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Accurate Investment Solutions reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 800 Alerian MLP ETF shares in Q2 2020, an estimated $14K.
Accurate Investment Solutions first reported a position in Alerian MLP ETF in Q4 2015 and held it in 18 quarters.
Accurate Investment Solutions's Alerian MLP ETF position peaked at $52K in Q1 2017.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.