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CLA (CliftonLarsonAllen) Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2019
Q4 		$340K Sell
8,005
-1,136
-12% -$47.7K 0.03% 142
2019
Q3 		$418K Sell
9,141
-174
-2% -$8.23K 0.04% 129
2019
Q2 		$459K Sell
9,315
-115
-1% -$5.69K 0.05% 97
2019
Q1 		$473K Buy
9,430
+365
+4% +$17.9K 0.05% 96
2018
Q4 		$396K Sell
9,065
-1,992
-18% -$97.7K 0.04% 128
2018
Q3 		$590K Sell
11,057
-14
-0.1% -$755 0.06% 102
2018
Q2 		$559K Sell
11,071
-17,557
-61% -$890K 0.05% 105
2018
Q1 		$1.34M Sell
28,628
-2,856
-9% -$153K 0.13% 76
2017
Q4 		$1.7M Sell
31,484
-16,855
-35% -$902K 0.17% 61
2017
Q3 		$2.71M Sell
48,339
-6,472
-12% -$370K 0.29% 45
2017
Q2 		$3.28M Sell
54,811
-1,200
-2% -$73.1K 0.37% 41
2017
Q1 		$3.56M Sell
56,011
-2,407
-4% -$155K 0.4% 41
2016
Q4 		$3.68M Sell
58,418
-8,356
-13% -$516K 0.42% 42
2016
Q3 		$4.24M Buy
66,774
+3,491
+6% +$221K 0.52% 35
2016
Q2 		$4.03M Buy
63,283
+37,684
+147% +$2.27M 0.58% 31
2016
Q1 		$1.4M Sell
25,599
-42,810
-63% -$2.18M 0.22% 64
2015
Q4 		$4.12M Buy
+68,409
New +$4.28M 0.69% 32

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

CLA (CliftonLarsonAllen) Wealth Advisors's AMLP Position: Q4 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 12% in Q4 2019, selling an estimated $47.7K and leaving 8,005 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #142.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AMLP in Q4 2015 and has held it in 17 quarters since. The position peaked at $4.24M in Q3 2016. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 8,005 shares of Alerian MLP ETF worth $340K as of Q4 2019.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,136 Alerian MLP ETF shares in Q4 2019, an estimated $47.7K.
  • Alerian MLP ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q4 2019, its #142 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2015 and has held it in 17 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Alerian MLP ETF position peaked at $4.24M in Q3 2016.
  • 679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.