Cooper Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Cooper Financial Group’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	-4,939	Closed	-$210K	–	153
2019 Q4	$210K	Sell	4,939 -243	-5%	-$10.2K	0.08%	150
2019 Q3	$237K	Buy	5,182 +79	+2%	+$3.74K	0.11%	122
2019 Q2	$251K	Buy	5,103 +189	+4%	+$9.35K	0.12%	107
2019 Q1	$246K	Buy	4,914 +1,045	+27%	+$51.2K	0.14%	95
2018 Q4	$169K	Buy	+3,869	New	+$190K	0.11%	100

Other funds holding AMLP

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

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

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

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

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

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

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

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

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

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

Cooper Financial Group's AMLP Position: Q1 2020 in Review

Cooper Financial Group sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 4,939 shares — an estimated $210K sold.

Cooper Financial Group first reported a position in AMLP in Q4 2018 and held it in 5 quarters. The position peaked at $251K in Q2 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Cooper Financial Group reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Cooper Financial Group sold 4,939 Alerian MLP ETF shares in Q1 2020, an estimated $210K.
Cooper Financial Group first reported a position in Alerian MLP ETF in Q4 2018 and held it in 5 quarters.
Cooper Financial Group's Alerian MLP ETF position peaked at $251K in Q2 2019.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Cooper Financial Group's 13F filing for Q1 2020, filed 15 May 2020.