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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

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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.