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AMU

AdvicePeriod’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

AdvicePeriod’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,366
Closed -$65K – 95
2020
Q1 		$65K Buy
+11,366
New +$125K 0.01% 90

Other funds holding AMU

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AdvicePeriod's AMU Position: Q2 2020 in Review

AdvicePeriod sold out of ETRACS Alerian MLP Index ETN (AMU) in Q2 2020, closing a stake of 11,366 shares — an estimated $65K sold.

AdvicePeriod first reported a position in AMU in Q1 2020 and held it in 1 quarter. The position peaked at $65K in Q1 2020. 18 funds tracked by Wall St. Rank hold AMU as of Q2 2020.

  • AdvicePeriod reported no remaining ETRACS Alerian MLP Index ETN position as of Q2 2020 after selling out during the quarter.
  • AdvicePeriod sold 11,366 ETRACS Alerian MLP Index ETN shares in Q2 2020, an estimated $65K.
  • AdvicePeriod first reported a position in ETRACS Alerian MLP Index ETN in Q1 2020 and held it in 1 quarter.
  • AdvicePeriod's ETRACS Alerian MLP Index ETN position peaked at $65K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.