Arden Trust’s Alerian MLP ETF AMLP Stock Holding History

Arden Trust’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	-27	Closed	–	–	337
2020 Q1	$0	Buy	+27	New	+$915	﹤0.01%	746
2017 Q4	–	Sell	-4,543	Closed	-$255K	–	351
2017 Q3	$255K	Sell	4,543 -226	-5%	-$12.9K	0.04%	319
2017 Q2	$285K	Sell	4,769 -55	-1%	-$3.35K	0.04%	303
2017 Q1	$307K	Buy	4,824 +397	+9%	+$25.5K	0.05%	275
2016 Q4	$279K	Buy	+4,427	New	+$273K	0.04%	284

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

Arden Trust's AMLP Position: Q2 2020 in Review

Arden Trust sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 27 shares.

Arden Trust first reported a position in AMLP in Q4 2016 and held it in 5 quarters. The position peaked at $307K in Q1 2017. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Arden Trust reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 27 Alerian MLP ETF shares in Q2 2020.
Arden Trust first reported a position in Alerian MLP ETF in Q4 2016 and held it in 5 quarters.
Arden Trust's Alerian MLP ETF position peaked at $307K in Q1 2017.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.