Berman Capital Advisors’s Alerian MLP ETF AMLP Stock Holding History

Berman Capital Advisors’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 Q4	–	Sell	-400	Closed	-$7K	–	1655
2020 Q3	$7K	Sell	400 -11	-3%	-$255	﹤0.01%	910
2020 Q2	$10K	Sell	411 -565	-58%	-$13.8K	﹤0.01%	749
2020 Q1	$16K	Hold	976	–	–	0.01%	543
2019 Q4	$41K	Hold	976	–	–	0.01%	357
2019 Q3	$44K	Sell	976 -5,800	-86%	-$274K	0.01%	328
2019 Q2	$333K	Buy	6,776 +5,800	+594%	+$287K	0.11%	92
2019 Q1	$48K	Hold	976	–	–	0.02%	275
2018 Q4	$42K	Sell	976 -2,235	-70%	-$110K	0.02%	268
2018 Q3	$171K	Buy	3,211 +59	+2%	+$3.18K	0.07%	101
2018 Q2	$159K	Buy	3,152 +62	+2%	+$3.14K	0.06%	115
2018 Q1	$145K	Buy	3,090 +58	+2%	+$3.1K	0.06%	108
2017 Q4	$164K	Buy	+3,032	New	+$162K	0.05%	101

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's AMLP Position: Q4 2020 in Review

Berman Capital Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2020, closing a stake of 400 shares — an estimated $7K sold.

Berman Capital Advisors first reported a position in AMLP in Q4 2017 and held it in 12 quarters. The position peaked at $333K in Q2 2019. 429 funds tracked by Wall St. Rank hold AMLP as of Q4 2020.

Berman Capital Advisors reported no remaining Alerian MLP ETF position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 400 Alerian MLP ETF shares in Q4 2020, an estimated $7K.
Berman Capital Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 12 quarters.
Berman Capital Advisors's Alerian MLP ETF position peaked at $333K in Q2 2019.
429 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.