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Agilis Partners’s Alerian MLP ETF AMLP Stock Holding History

Agilis Partners’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
-68,738
Closed -$1.37M – 27
2020
Q3 		$1.37M Hold
68,738
– – 0.51% 22
2020
Q2 		$1.7M Sell
68,738
-2
-0% -$49 0.99% 16
2020
Q1 		$1.18M Buy
68,740
+5,569
+9% +$189K 1.13% 13
2019
Q4 		$2.69M Buy
63,171
+7,841
+14% +$329K 1.43% 13
2019
Q3 		$2.53M Buy
55,330
+4,373
+9% +$207K 1.73% 12
2019
Q2 		$2.51M Hold
50,957
– – 1.87% 14
2019
Q1 		$2.56M Buy
50,957
+5,573
+12% +$273K 2.18% 12
2018
Q4 		$1.98M Buy
+45,384
New +$2.23M 2.05% 12

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 $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Agilis Partners's AMLP Position: Q4 2020 in Review

Agilis Partners sold out of Alerian MLP ETF (AMLP) in Q4 2020, closing a stake of 68,738 shares — an estimated $1.37M sold.

Agilis Partners first reported a position in AMLP in Q4 2018 and held it in 8 quarters. The position peaked at $2.69M in Q4 2019. 429 funds tracked by Wall St. Rank hold AMLP as of Q4 2020.

  • Agilis Partners reported no remaining Alerian MLP ETF position as of Q4 2020 after selling out during the quarter.
  • Agilis Partners sold 68,738 Alerian MLP ETF shares in Q4 2020, an estimated $1.37M.
  • Agilis Partners first reported a position in Alerian MLP ETF in Q4 2018 and held it in 8 quarters.
  • Agilis Partners's Alerian MLP ETF position peaked at $2.69M in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2020.

Based on Agilis Partners's 13F filing for Q4 2020, filed 8 Feb 2021.