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Apriem Advisors’s Alerian MLP ETF AMLP Stock Holding History

Apriem 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
Q1 		– Sell
-11,200
Closed -$476K – 114
2019
Q4 		$476K Sell
11,200
-26,997
-71% -$1.13M 0.09% 83
2019
Q3 		$1.75M Sell
38,197
-4,087
-10% -$193K 0.39% 39
2019
Q2 		$2.08M Sell
42,284
-2,703
-6% -$134K 0.65% 33
2019
Q1 		$2.26M Sell
44,987
-2,788
-6% -$137K 0.6% 30
2018
Q4 		$2.08M Sell
47,775
-6,503
-12% -$319K 0.73% 28
2018
Q3 		$2.9M Buy
54,278
+7,756
+17% +$418K 0.63% 30
2018
Q2 		$2.35M Buy
46,522
+25,704
+123% +$1.3M 0.53% 32
2018
Q1 		$975K Buy
20,818
+16,251
+356% +$869K 0.24% 49
2017
Q4 		$246K Buy
4,567
+1,460
+47% +$78.1K 0.06% 112
2017
Q3 		$174K Sell
3,107
-4,507
-59% -$258K 0.04% 131
2017
Q2 		$455K Buy
7,614
+1,354
+22% +$82.5K 0.12% 78
2017
Q1 		$398K Buy
6,260
+2,340
+60% +$150K 0.11% 80
2016
Q4 		$247K Buy
3,920
+1,360
+53% +$84K 0.07% 104
2016
Q3 		$162K Buy
2,560
+1,200
+88% +$75.9K 0.05% 127
2016
Q2 		$86K Buy
1,360
+163
+14% +$9.82K 0.03% 174
2016
Q1 		$65K Sell
1,197
-1,881
-61% -$95.6K 0.03% 177
2015
Q4 		$185K Buy
+3,078
New +$193K 0.07% 98
2015
Q1 		– Sell
-39
Closed -$3K – 557
2014
Q4 		$3K Hold
39
– – ﹤0.01% 464
2014
Q3 		$4K Hold
39
– – ﹤0.01% 445
2014
Q2 		$4K Hold
39
– – ﹤0.01% 399
2014
Q1 		$3K Sell
39
-70
-64% -$6.14K ﹤0.01% 430
2013
Q4 		$10K Buy
109
+6
+6% +$526 ﹤0.01% 355
2013
Q3 		$9K Buy
103
+5
+5% +$441 ﹤0.01% 358
2013
Q2 		$9K Buy
+98
New +$8.65K ﹤0.01% 336

Other funds holding AMLP

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Apriem Advisors's AMLP Position: Q1 2020 in Review

Apriem Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 11,200 shares — an estimated $476K sold.

Apriem Advisors first reported a position in AMLP in Q2 2013 and held it in 24 quarters. The position peaked at $2.9M in Q3 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Apriem Advisors reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Apriem Advisors sold 11,200 Alerian MLP ETF shares in Q1 2020, an estimated $476K.
  • Apriem Advisors first reported a position in Alerian MLP ETF in Q2 2013 and held it in 24 quarters.
  • Apriem Advisors's Alerian MLP ETF position peaked at $2.9M in Q3 2018.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.