DW
AMLP icon

Domani Wealth’s Alerian MLP ETF AMLP Stock Holding History

Domani Wealth’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
-3,238
Closed -$56K – 122
2020
Q1 		$56K Buy
+3,238
New +$110K 0.02% 125
2019
Q4 		– Sell
-2,927
Closed -$134K – 113
2019
Q3 		$134K Hold
2,927
– – 0.05% 110
2019
Q2 		$144K Hold
2,927
– – 0.05% 108
2019
Q1 		$147K Sell
2,927
-377
-11% -$18.5K 0.06% 110
2018
Q4 		$144K Buy
3,304
+814
+33% +$39.9K 0.07% 102
2018
Q3 		$133K Sell
2,490
-2,113
-46% -$114K 0.06% 106
2018
Q2 		$232K Sell
4,603
-543
-11% -$27.5K 0.11% 97
2018
Q1 		$241K Sell
5,146
-4,825
-48% -$258K 0.1% 96
2017
Q4 		$538K Sell
9,971
-6,621
-40% -$354K 0.24% 55
2017
Q3 		$931K Sell
16,592
-3,342
-17% -$191K 0.4% 38
2017
Q2 		$1.19M Buy
19,934
+1,847
+10% +$113K 0.49% 33
2017
Q1 		$1.15M Sell
18,087
-3,758
-17% -$241K 0.47% 36
2016
Q4 		$1.38M Sell
21,845
-4,864
-18% -$300K 0.56% 34
2016
Q3 		$1.7M Sell
26,709
-4,369
-14% -$276K 0.64% 30
2016
Q2 		$1.98M Sell
31,078
-2,211
-7% -$133K 0.77% 29
2016
Q1 		$1.82M Sell
33,289
-26,330
-44% -$1.34M 0.69% 28
2015
Q4 		$3.59M Buy
59,619
+13,221
+28% +$827K 1.41% 19
2015
Q3 		$2.9M Sell
46,398
-138
-0.3% -$10K 1.57% 16
2015
Q2 		$3.62M Buy
46,536
+45,762
+5,912% +$3.81M 1.97% 12
2015
Q1 		$233K Buy
+774
New +$65.4K 3.51% 5

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 $8.93B AUM 25.13% 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

Domani Wealth's AMLP Position: Q2 2020 in Review

Domani Wealth sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 3,238 shares — an estimated $56K sold.

Domani Wealth first reported a position in AMLP in Q1 2015 and held it in 20 quarters. The position peaked at $3.62M in Q2 2015. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Domani Wealth reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Domani Wealth sold 3,238 Alerian MLP ETF shares in Q2 2020, an estimated $56K.
  • Domani Wealth first reported a position in Alerian MLP ETF in Q1 2015 and held it in 20 quarters.
  • Domani Wealth's Alerian MLP ETF position peaked at $3.62M in Q2 2015.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Domani Wealth's 13F filing for Q2 2020, filed 24 Jul 2020.