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D.L. Carlson Investment Group’s Alerian MLP ETF AMLP Stock Holding History

D.L. Carlson Investment 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
Q2 		– Sell
-2,000
Closed -$130K – 134
2020
Q1 		$130K Hold
2,000
– – 0.05% 138
2019
Q4 		$85K Hold
2,000
– – 0.02% 145
2019
Q3 		$91K Hold
2,000
– – 0.03% 143
2019
Q2 		$98K Hold
2,000
– – 0.03% 146
2019
Q1 		$103K Hold
2,000
– – 0.03% 141
2018
Q4 		$87K Hold
2,000
– – 0.03% 140
2018
Q3 		$107K Hold
2,000
– – 0.03% 136
2018
Q2 		$101K Hold
2,000
– – 0.03% 131
2018
Q1 		$94K Hold
2,000
– – 0.03% 124
2017
Q4 		$108K Sell
2,000
-800
-29% -$42.8K 0.03% 127
2017
Q3 		$157K Hold
2,800
– – 0.05% 125
2017
Q2 		$167K Hold
2,800
– – 0.05% 129
2017
Q1 		$178K Hold
2,800
– – 0.06% 123
2016
Q4 		$176K Hold
2,800
– – 0.06% 130
2016
Q3 		$178K Hold
2,800
– – 0.06% 125
2016
Q2 		$178K Buy
2,800
+400
+17% +$24.1K 0.06% 125
2016
Q1 		$131K Hold
2,400
– – 0.05% 121
2015
Q4 		$145K Hold
2,400
– – 0.05% 122
2015
Q3 		$150K Hold
2,400
– – 0.06% 118
2015
Q2 		$187K Hold
2,400
– – 0.07% 130
2015
Q1 		$199K Buy
2,400
+400
+20% +$33.8K 0.07% 133
2014
Q4 		$175K Buy
+2,000
New +$181K 0.06% 134

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

D.L. Carlson Investment Group's AMLP Position: Q2 2020 in Review

D.L. Carlson Investment Group sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,000 shares — an estimated $130K sold.

D.L. Carlson Investment Group first reported a position in AMLP in Q4 2014 and held it in 22 quarters. The position peaked at $199K in Q1 2015. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • D.L. Carlson Investment Group reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 2,000 Alerian MLP ETF shares in Q2 2020, an estimated $130K.
  • D.L. Carlson Investment Group first reported a position in Alerian MLP ETF in Q4 2014 and held it in 22 quarters.
  • D.L. Carlson Investment Group's Alerian MLP ETF position peaked at $199K in Q1 2015.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2020, filed 13 Aug 2020.