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Broadleaf Partners’s Alerian MLP ETF AMLP Stock Holding History

Broadleaf Partners’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
Q1 		– Sell
-44,268
Closed -$1.88M – 58
2019
Q4 		$1.88M Buy
44,268
+1,455
+3% +$61.1K 1.03% 35
2019
Q3 		$1.96M Buy
42,813
+2,344
+6% +$111K 1.22% 34
2019
Q2 		$1.99M Buy
40,469
+3,703
+10% +$183K 1.27% 32
2019
Q1 		$1.84M Buy
36,766
+908
+3% +$44.5K 1.29% 31
2018
Q4 		$1.56M Buy
35,858
+1,134
+3% +$55.6K 1.25% 32
2018
Q3 		$1.85M Buy
34,724
+3,706
+12% +$200K 1.24% 33
2018
Q2 		$1.57M Buy
31,018
+2,911
+10% +$148K 1.15% 36
2018
Q1 		$1.32M Buy
28,107
+5,416
+24% +$290K 1.01% 34
2017
Q4 		$1.22M Buy
+22,691
New +$1.21M 1.02% 33

Other funds holding AMLP

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Broadleaf Partners's AMLP Position: Q1 2020 in Review

Broadleaf Partners sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 44,268 shares — an estimated $1.88M sold.

Broadleaf Partners first reported a position in AMLP in Q4 2017 and held it in 9 quarters. The position peaked at $1.99M in Q2 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Broadleaf Partners reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Broadleaf Partners sold 44,268 Alerian MLP ETF shares in Q1 2020, an estimated $1.88M.
  • Broadleaf Partners first reported a position in Alerian MLP ETF in Q4 2017 and held it in 9 quarters.
  • Broadleaf Partners's Alerian MLP ETF position peaked at $1.99M in Q2 2019.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Broadleaf Partners's 13F filing for Q1 2020, filed 5 May 2020.