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Brooks Moore & Associates’s Alerian MLP ETF AMLP Stock Holding History

Brooks Moore & Associates’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
Q3 		– Sell
-16,426
Closed -$405K – 87
2020
Q2 		$405K Sell
16,426
-8,042
-33% -$197K 0.38% 63
2020
Q1 		$421K Buy
24,468
+60
+0.2% +$2.03K 0.45% 63
2019
Q4 		$1.04M Buy
24,408
+6,010
+33% +$252K 0.82% 42
2019
Q3 		$841K Sell
18,398
-4,220
-19% -$200K 0.71% 50
2019
Q2 		$1.11M Buy
22,618
+11,280
+99% +$558K 0.96% 39
2019
Q1 		$569K Buy
11,338
+4,110
+57% +$201K 0.52% 60
2018
Q4 		$316K Buy
+7,228
New +$355K 0.32% 70

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Brooks Moore & Associates's AMLP Position: Q3 2020 in Review

Brooks Moore & Associates sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 16,426 shares — an estimated $405K sold.

Brooks Moore & Associates first reported a position in AMLP in Q4 2018 and held it in 7 quarters. The position peaked at $1.11M in Q2 2019. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Brooks Moore & Associates reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Brooks Moore & Associates sold 16,426 Alerian MLP ETF shares in Q3 2020, an estimated $405K.
  • Brooks Moore & Associates first reported a position in Alerian MLP ETF in Q4 2018 and held it in 7 quarters.
  • Brooks Moore & Associates's Alerian MLP ETF position peaked at $1.11M in Q2 2019.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Brooks Moore & Associates's 13F filing for Q3 2020, filed 2 Nov 2020.