BigSur Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

BigSur Wealth 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 Q2	–	Sell	-4,400	Closed	-$76K	–	104
2020 Q1	$76K	Hold	4,400	–	–	0.06%	100
2019 Q4	$187K	Hold	4,400	–	–	0.11%	107
2019 Q3	$201K	Hold	4,400	–	–	0.14%	98
2019 Q2	$217K	Hold	4,400	–	–	0.15%	95
2019 Q1	$221K	Hold	4,400	–	–	0.14%	93
2018 Q4	$192K	Hold	4,400	–	–	0.14%	94
2018 Q3	$235K	Hold	4,400	–	–	0.15%	93
2018 Q2	$222K	Hold	4,400	–	–	0.16%	93
2018 Q1	$206K	Hold	4,400	–	–	0.15%	104
2017 Q4	$237K	Hold	4,400	–	–	0.24%	79
2017 Q3	$247K	Hold	4,400	–	–	0.25%	78
2017 Q2	$259K	Hold	4,400	–	–	0.26%	73
2017 Q1	$272K	Hold	4,400	–	–	0.29%	69
2016 Q4	$277K	Buy	+4,400	New	+$272K	0.37%	61

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

BigSur Wealth Management's AMLP Position: Q2 2020 in Review

BigSur Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 4,400 shares — an estimated $76K sold.

BigSur Wealth Management first reported a position in AMLP in Q4 2016 and held it in 14 quarters. The position peaked at $277K in Q4 2016. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

BigSur Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
BigSur Wealth Management sold 4,400 Alerian MLP ETF shares in Q2 2020, an estimated $76K.
BigSur Wealth Management first reported a position in Alerian MLP ETF in Q4 2016 and held it in 14 quarters.
BigSur Wealth Management's Alerian MLP ETF position peaked at $277K in Q4 2016.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on BigSur Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.