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Boothe Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Boothe Investment Group’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
2021
Q1 		– Sell
-228,026
Closed -$5.85M – 35
2020
Q4 		$5.85M Buy
228,026
+7,729
+4% +$186K 4.04% 11
2020
Q3 		$4.4M Buy
+220,297
New +$5.1M 3.76% 10
2019
Q4 		$4.8M Buy
112,892
+3,936
+4% +$165K 4.9% 5
2019
Q3 		$4.98M Buy
108,956
+867
+0.8% +$41K 5.24% 4
2019
Q2 		$5.32M Sell
108,089
-2,373
-2% -$117K 6.51% 3
2019
Q1 		$5.54M Sell
110,462
-1,136
-1% -$55.7K 6.91% 4
2018
Q4 		$4.87M Buy
+111,598
New +$5.47M 6.25% 5

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Boothe Investment Group's AMLP Position: Q1 2021 in Review

Boothe Investment Group sold out of Alerian MLP ETF (AMLP) in Q1 2021, closing a stake of 228,026 shares — an estimated $5.85M sold.

Boothe Investment Group first reported a position in AMLP in Q4 2018 and held it in 7 quarters. The position peaked at $5.85M in Q4 2020. 457 funds tracked by Wall St. Rank hold AMLP as of Q1 2021.

  • Boothe Investment Group reported no remaining Alerian MLP ETF position as of Q1 2021 after selling out during the quarter.
  • Boothe Investment Group sold 228,026 Alerian MLP ETF shares in Q1 2021, an estimated $5.85M.
  • Boothe Investment Group first reported a position in Alerian MLP ETF in Q4 2018 and held it in 7 quarters.
  • Boothe Investment Group's Alerian MLP ETF position peaked at $5.85M in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2021.

Based on Boothe Investment Group's 13F filing for Q1 2021, filed 6 Apr 2021.