Avantax Advisory Services’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-365,819
Closed -$2.49M 1420
2020
Q3
$2.49M Sell
365,819
-8,215
-2% -$64.9K 0.04% 322
2020
Q2
$3.13M Buy
374,034
+89,566
+31% +$742K 0.09% 161
2020
Q1
$1.64M Buy
284,468
+56,238
+25% +$618K 0.05% 221
2019
Q4
$3.12M Buy
+228,230
New +$3.09M 0.07% 155

Avantax Advisory Services's AMU Position: Q4 2020 in Review

Avantax Advisory Services sold out of ETRACS Alerian MLP Index ETN (AMU) in Q4 2020, closing a stake of 365,819 shares — an estimated $2.49M sold.

Avantax Advisory Services first reported a position in AMU in Q4 2019 and held it in 4 quarters. The position peaked at $3.13M in Q2 2020. 0 funds tracked by Wall St. Rank hold AMU as of Q4 2020.

  • Avantax Advisory Services reported no remaining ETRACS Alerian MLP Index ETN position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 365,819 ETRACS Alerian MLP Index ETN shares in Q4 2020, an estimated $2.49M.
  • Avantax Advisory Services first reported a position in ETRACS Alerian MLP Index ETN in Q4 2019 and held it in 4 quarters.
  • Avantax Advisory Services's ETRACS Alerian MLP Index ETN position peaked at $3.13M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.