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Beese Fulmer Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Beese Fulmer Investment 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
Q3 		– Sell
-739
Closed -$18K – 212
2020
Q2 		$18K Buy
+739
New +$18.1K ﹤0.01% 425

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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Beese Fulmer Investment Management's AMLP Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 739 shares — an estimated $18K sold.

Beese Fulmer Investment Management first reported a position in AMLP in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 739 Alerian MLP ETF shares in Q3 2020, an estimated $18K.
  • Beese Fulmer Investment Management first reported a position in Alerian MLP ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Alerian MLP ETF position peaked at $18K in Q2 2020.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.