Buckley Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Buckley Wealth 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 Q2	–	Sell	-5,920	Closed	-$102K	–	123
2020 Q1	$102K	Hold	5,920	–	–	0.06%	118
2019 Q4	$252K	Hold	5,920	–	–	0.11%	120
2019 Q3	$271K	Hold	5,920	–	–	0.13%	120
2019 Q2	$292K	Hold	5,920	–	–	0.14%	128
2019 Q1	$297K	Sell	5,920 -40	-0.7%	-$1.96K	0.14%	121
2018 Q4	$260K	Sell	5,960 -307	-5%	-$15.1K	0.13%	125
2018 Q3	$335K	Sell	6,267 -60	-0.9%	-$3.24K	0.15%	126
2018 Q2	$320K	Sell	6,327 -10,812	-63%	-$548K	0.15%	124
2018 Q1	$803K	Sell	17,139 -11,487	-40%	-$614K	0.4%	52
2017 Q4	$1.54M	Buy	+28,626	New	+$1.53M	0.77%	34

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Buckley Wealth Management's AMLP Position: Q2 2020 in Review

Buckley Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 5,920 shares — an estimated $102K sold.

Buckley Wealth Management first reported a position in AMLP in Q4 2017 and held it in 10 quarters. The position peaked at $1.54M in Q4 2017. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Buckley Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Buckley Wealth Management sold 5,920 Alerian MLP ETF shares in Q2 2020, an estimated $102K.
Buckley Wealth Management first reported a position in Alerian MLP ETF in Q4 2017 and held it in 10 quarters.
Buckley Wealth Management's Alerian MLP ETF position peaked at $1.54M in Q4 2017.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Buckley Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.