Cambridge Associates’s Alerian MLP ETF AMLP Stock Holding History

Cambridge 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 Q2	–	Sell	-79,219	Closed	-$2.44M	–	41
2020 Q1	$2.44M	Buy	79,219 +20,964	+36%	+$710K	0.23%	37
2019 Q4	$2.48M	Buy	+58,255	New	+$2.45M	0.28%	36
2017 Q4	–	Sell	-76,353	Closed	-$4.28M	–	34
2017 Q3	$4.28M	Hold	76,353	–	–	0.52%	24
2017 Q2	$4.57M	Hold	76,353	–	–	0.72%	24
2017 Q1	$4.85M	Buy	76,353 +23,251	+44%	+$1.49M	0.81%	22
2016 Q4	$3.35M	Hold	53,102	–	–	0.7%	20
2016 Q3	$3.37M	Hold	53,102	–	–	0.71%	20
2016 Q2	$3.38M	Hold	53,102	–	–	0.79%	20
2016 Q1	$2.9M	Hold	53,102	–	–	1.38%	14
2015 Q4	$3.2M	Buy	53,102 +29,298	+123%	+$1.83M	1.67%	12
2015 Q3	$1.49M	Hold	23,804	–	–	0.87%	13
2015 Q2	$1.85M	Hold	23,804	–	–	0.88%	13
2015 Q1	$1.97M	Hold	23,804	–	–	0.91%	11
2014 Q4	$2.08M	Buy	+23,804	New	+$2.16M	1.05%	10

Other funds holding AMLP

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

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

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

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

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

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

Cambridge Associates's AMLP Position: Q2 2020 in Review

Cambridge Associates sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 79,219 shares — an estimated $2.44M sold.

Cambridge Associates first reported a position in AMLP in Q4 2014 and held it in 14 quarters. The position peaked at $4.85M in Q1 2017. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Cambridge Associates reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Cambridge Associates sold 79,219 Alerian MLP ETF shares in Q2 2020, an estimated $2.44M.
Cambridge Associates first reported a position in Alerian MLP ETF in Q4 2014 and held it in 14 quarters.
Cambridge Associates's Alerian MLP ETF position peaked at $4.85M in Q1 2017.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Cambridge Associates's 13F filing for Q2 2020, filed 12 Aug 2020.