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Beacon Financial Advisory’s Alerian MLP ETF AMLP Stock Holding History

Beacon Financial Advisory’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
-2,171
Closed -$37K – 148
2020
Q1 		$37K Hold
2,171
– – 0.05% 134
2019
Q4 		$92K Buy
+2,171
New +$91.1K 0.08% 160

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Beacon Financial Advisory's AMLP Position: Q2 2020 in Review

Beacon Financial Advisory sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,171 shares — an estimated $37K sold.

Beacon Financial Advisory first reported a position in AMLP in Q4 2019 and held it in 2 quarters. The position peaked at $92K in Q4 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Beacon Financial Advisory reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,171 Alerian MLP ETF shares in Q2 2020, an estimated $37K.
  • Beacon Financial Advisory first reported a position in Alerian MLP ETF in Q4 2019 and held it in 2 quarters.
  • Beacon Financial Advisory's Alerian MLP ETF position peaked at $92K in Q4 2019.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Beacon Financial Advisory's 13F filing for Q2 2020, filed 7 Jul 2020.