BHK Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

BHK Investment 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
2019 Q4	–	Sell	-2,478	Closed	-$113K	–	64
2019 Q3	$113K	Hold	2,478	–	–	0.07%	79
2019 Q2	$122K	Sell	2,478 -2,478	-50%	-$123K	0.07%	87
2019 Q1	$249K	Buy	4,956 +2,478	+100%	+$121K	0.15%	80
2018 Q4	$108K	Hold	2,478	–	–	0.08%	69
2018 Q3	$132K	Hold	2,478	–	–	0.09%	76
2018 Q2	$125K	Hold	2,478	–	–	0.09%	78
2018 Q1	$116K	Hold	2,478	–	–	0.09%	69
2017 Q4	$134K	Buy	+2,478	New	+$133K	0.11%	52

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BHK Investment Advisors's AMLP Position: Q4 2019 in Review

BHK Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 2,478 shares — an estimated $113K sold.

BHK Investment Advisors first reported a position in AMLP in Q4 2017 and held it in 8 quarters. The position peaked at $249K in Q1 2019. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

BHK Investment Advisors reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
BHK Investment Advisors sold 2,478 Alerian MLP ETF shares in Q4 2019, an estimated $113K.
BHK Investment Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 8 quarters.
BHK Investment Advisors's Alerian MLP ETF position peaked at $249K in Q1 2019.
679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.