Bay Harbor Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bay Harbor Wealth Management’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	-1	Closed	–	–	344
2020 Q1	$0	Hold	1	–	–	﹤0.01%	339
2019 Q4	$0	Hold	1	–	–	﹤0.01%	334
2019 Q3	$0	Hold	1	–	–	﹤0.01%	356
2019 Q2	$0	Hold	1	–	–	﹤0.01%	353
2019 Q1	$0	Hold	1	–	–	﹤0.01%	389
2018 Q4	$0	Buy	+1	New	+$49	﹤0.01%	383

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

Bay Harbor Wealth Management's AMLP Position: Q2 2020 in Review

Bay Harbor Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 1 share.

Bay Harbor Wealth Management first reported a position in AMLP in Q4 2018 and held it in 6 quarters. The position peaked at $0 in Q1 2020. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Bay Harbor Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 1 Alerian MLP ETF share in Q2 2020.
Bay Harbor Wealth Management first reported a position in Alerian MLP ETF in Q4 2018 and held it in 6 quarters.
Bay Harbor Wealth Management's Alerian MLP ETF position peaked at $0 in Q1 2020.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.