BTR Capital Management’s Alerian MLP ETF AMLP Stock Holding History

BTR Capital 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 Q1	–	Sell	-2,315	Closed	-$98K	–	147
2019 Q4	$98K	Sell	2,315 -54,471	-96%	-$2.29M	0.02%	165
2019 Q3	$2.6M	Sell	56,786 -5,808	-9%	-$275K	0.49%	48
2019 Q2	$3.08M	Hold	62,594	–	–	0.57%	44
2019 Q1	$3.14M	Sell	62,594 -800	-1%	-$39.2K	0.6%	45
2018 Q4	$2.77M	Buy	+63,394	New	+$3.11M	0.58%	45
2018 Q1	–	Sell	-6,490	Closed	-$350K	–	144
2017 Q4	$350K	Buy	+6,490	New	+$347K	0.07%	112
2017 Q1	–	Sell	-2,990	Closed	-$190K	–	156
2016 Q4	$190K	Hold	2,990	–	–	0.04%	158
2016 Q3	$190K	Buy	2,990 +180	+6%	+$11.4K	0.04%	158
2016 Q2	$179K	Hold	2,810	–	–	0.04%	152
2016 Q1	$153K	Buy	+2,810	New	+$143K	0.04%	153
2015 Q4	–	Sell	-2,030	Closed	-$127K	–	170
2015 Q3	$127K	Buy	+2,030	New	+$148K	0.03%	164

Other funds holding AMLP

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

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

BTR Capital Management's AMLP Position: Q1 2020 in Review

BTR Capital Management sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 2,315 shares — an estimated $98K sold.

BTR Capital Management first reported a position in AMLP in Q3 2015 and held it in 11 quarters. The position peaked at $3.14M in Q1 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

BTR Capital Management reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
BTR Capital Management sold 2,315 Alerian MLP ETF shares in Q1 2020, an estimated $98K.
BTR Capital Management first reported a position in Alerian MLP ETF in Q3 2015 and held it in 11 quarters.
BTR Capital Management's Alerian MLP ETF position peaked at $3.14M in Q1 2019.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on BTR Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.