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Capstone Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Capstone Financial Advisors’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
-4,287
Closed -$182K – 99
2019
Q4 		$182K Sell
4,287
-10,713
-71% -$450K 0.03% 91
2019
Q3 		$686K Hold
15,000
– – 0.1% 40
2019
Q2 		$739K Hold
15,000
– – 0.12% 39
2019
Q1 		$752K Sell
15,000
-2,186
-13% -$107K 0.13% 40
2018
Q4 		$750K Buy
17,186
+7,219
+72% +$354K 0.15% 39
2018
Q3 		$532K Sell
9,967
-1,248
-11% -$67.3K 0.13% 35
2018
Q2 		$566K Hold
11,215
– – 0.17% 35
2018
Q1 		$525K Sell
11,215
-6,599
-37% -$353K 0.17% 33
2017
Q4 		$961K Buy
17,814
+11,284
+173% +$604K 0.36% 26
2017
Q3 		$366K Buy
6,530
+895
+16% +$51.2K 0.16% 42
2017
Q2 		$337K Sell
5,635
-436
-7% -$26.6K 0.16% 41
2017
Q1 		$386K Sell
6,071
-13,837
-70% -$889K 0.2% 38
2016
Q4 		$1.25M Buy
19,908
+5,094
+34% +$315K 0.57% 18
2016
Q3 		$940K Sell
14,814
-637
-4% -$40.3K 0.5% 19
2016
Q2 		$983K Sell
15,451
-130,240
-89% -$7.85M 0.53% 15
2016
Q1 		$7.96M Sell
145,691
-220,720
-60% -$11.2M 3.15% 7
2015
Q4 		$22.1M Buy
366,411
+294,617
+410% +$18.4M 7.84% 6
2015
Q3 		$4.48M Buy
71,794
+68,119
+1,854% +$4.95M 1.99% 10
2015
Q2 		$286K Sell
3,675
-2,235
-38% -$186K 0.11% 60
2015
Q1 		$490K Sell
5,910
-7,054
-54% -$596K 0.19% 39
2014
Q4 		$1.14M Buy
+12,964
New +$1.18M 0.35% 24

Other funds holding AMLP

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Capstone Financial Advisors's AMLP Position: Q1 2020 in Review

Capstone Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 4,287 shares — an estimated $182K sold.

Capstone Financial Advisors first reported a position in AMLP in Q4 2014 and held it in 21 quarters. The position peaked at $22.1M in Q4 2015. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Capstone Financial Advisors reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Capstone Financial Advisors sold 4,287 Alerian MLP ETF shares in Q1 2020, an estimated $182K.
  • Capstone Financial Advisors first reported a position in Alerian MLP ETF in Q4 2014 and held it in 21 quarters.
  • Capstone Financial Advisors's Alerian MLP ETF position peaked at $22.1M in Q4 2015.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Capstone Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.