Boys Arnold & Co’s Alerian MLP ETF AMLP Stock Holding History

Boys Arnold & Co’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	-6,622	Closed	-$114K	–	13
2020 Q1	$114K	Sell	6,622 -3,602	-35%	-$122K	0.02%	241
2019 Q4	$435K	Sell	10,224 -13,168	-56%	-$553K	0.06%	215
2019 Q3	$1.07M	Sell	23,392 -94	-0.4%	-$4.45K	0.16%	127
2019 Q2	$1.16M	Sell	23,486 -65	-0.3%	-$3.21K	0.17%	123
2019 Q1	$1.18M	Buy	23,551 +8,651	+58%	+$424K	0.18%	123
2018 Q4	$644K	Sell	14,900 -3,135	-17%	-$154K	0.11%	165
2018 Q3	$979K	Buy	18,035 +92	+0.5%	+$4.96K	0.14%	147
2018 Q2	$906K	Sell	17,943 -49	-0.3%	-$2.48K	0.13%	158
2018 Q1	$901K	Sell	17,992 -3,119	-15%	-$167K	0.13%	155
2017 Q4	$1.14M	Buy	21,111 +12,426	+143%	+$665K	0.17%	136
2017 Q3	$487K	Sell	8,685 -55	-0.6%	-$3.15K	0.08%	204
2017 Q2	$523K	Sell	8,740 -215	-2%	-$13.1K	0.07%	196
2017 Q1	$569K	Sell	8,955 -368	-4%	-$23.6K	0.09%	181
2016 Q4	$587K	Sell	9,323 -1,090	-10%	-$67.3K	0.1%	174
2016 Q3	$661K	Sell	10,413 -754	-7%	-$47.7K	0.11%	154
2016 Q2	$710K	Buy	+11,167	New	+$673K	0.12%	147

Other funds holding AMLP

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Creative Planning

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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