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CFM Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-2,093
Closed -$51K – 168
2020
Q2 		$51K Hold
2,093
– – 0.02% 280
2020
Q1 		$36K Hold
2,093
– – 0.02% 302
2019
Q4 		$93K Buy
+2,093
New +$87.9K 0.03% 218

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

CFM Wealth Partners's AMLP Position: Q3 2020 in Review

CFM Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 2,093 shares — an estimated $51K sold.

CFM Wealth Partners first reported a position in AMLP in Q4 2019 and held it in 3 quarters. The position peaked at $93K in Q4 2019. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • CFM Wealth Partners reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,093 Alerian MLP ETF shares in Q3 2020, an estimated $51K.
  • CFM Wealth Partners first reported a position in Alerian MLP ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Alerian MLP ETF position peaked at $93K in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.