Avantax Planning Partners’s Alerian MLP ETF AMLP Stock Holding History

Avantax Planning 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
2019 Q4	–	Sell	-22,214	Closed	-$1.01M	–	309
2019 Q3	$1.01M	Buy	22,214 +6,188	+39%	+$293K	0.06%	107
2019 Q2	$802K	Sell	16,026 -1,869	-10%	-$92.4K	0.05%	123
2019 Q1	$897K	Buy	17,895 +7,803	+77%	+$383K	0.06%	109
2018 Q4	$441K	Sell	10,092 -5,537	-35%	-$272K	0.03%	158
2018 Q3	$835K	Buy	15,629 +1,040	+7%	+$56.1K	0.07%	98
2018 Q2	$737K	Buy	14,589 +4,398	+43%	+$223K	0.07%	103
2018 Q1	$477K	Buy	10,191 +1,019	+11%	+$54.5K	0.04%	178
2017 Q4	$495K	Buy	9,172 +1,542	+20%	+$82.5K	0.05%	170
2017 Q3	$428K	Sell	7,630 -832	-10%	-$47.6K	0.03%	223
2017 Q2	$506K	Buy	8,462 +1,675	+25%	+$102K	0.04%	189
2017 Q1	$431K	Buy	6,787 +1,537	+29%	+$98.7K	0.04%	197
2016 Q4	$331K	Buy	+5,250	New	+$324K	0.04%	214

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Avantax Planning Partners's AMLP Position: Q4 2019 in Review

Avantax Planning Partners sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 22,214 shares — an estimated $1.01M sold.

Avantax Planning Partners first reported a position in AMLP in Q4 2016 and held it in 12 quarters. The position peaked at $1.01M in Q3 2019. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

Avantax Planning Partners reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
Avantax Planning Partners sold 22,214 Alerian MLP ETF shares in Q4 2019, an estimated $1.01M.
Avantax Planning Partners first reported a position in Alerian MLP ETF in Q4 2016 and held it in 12 quarters.
Avantax Planning Partners's Alerian MLP ETF position peaked at $1.01M in Q3 2019.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Avantax Planning Partners's 13F filing for Q4 2019, filed 15 Jan 2020.