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Burleson & Co’s Alerian MLP ETF AMLP Stock Holding History

Burleson & 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
2019
Q4 		– Sell
-20,000
Closed -$868K – 121
2019
Q3 		$868K Buy
+20,000
New +$946K 0.3% 70
2018
Q2 		– Sell
-134,377
Closed -$6.3M – 109
2018
Q1 		$6.3M Buy
134,377
+63,368
+89% +$3.39M 4.11% 6
2017
Q4 		$3.83M Buy
+71,009
New +$3.8M 2.47% 9

Other funds holding AMLP

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Burleson & Co's AMLP Position: Q4 2019 in Review

Burleson & Co sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 20,000 shares — an estimated $868K sold.

Burleson & Co first reported a position in AMLP in Q4 2017 and held it in 3 quarters. The position peaked at $6.3M in Q1 2018. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

  • Burleson & Co reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
  • Burleson & Co sold 20,000 Alerian MLP ETF shares in Q4 2019, an estimated $868K.
  • Burleson & Co first reported a position in Alerian MLP ETF in Q4 2017 and held it in 3 quarters.
  • Burleson & Co's Alerian MLP ETF position peaked at $6.3M in Q1 2018.
  • 679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Burleson & Co's 13F filing for Q4 2019, filed 12 Feb 2020.