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Dorsey & Whitney Trust’s Alerian MLP ETF AMLP Stock Holding History

Dorsey & Whitney Trust’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
-5,824
Closed -$100K – 438
2020
Q1 		$100K Sell
5,824
-8,109
-58% -$275K 0.02% 381
2019
Q4 		$592K Buy
13,933
+8,109
+139% +$340K 0.08% 199
2019
Q3 		$267K Hold
5,824
– – 0.04% 330
2019
Q2 		$286K Hold
5,824
– – 0.04% 294
2019
Q1 		$292K Buy
5,824
+492
+9% +$24.1K 0.05% 287
2018
Q4 		$233K Buy
+5,332
New +$262K 0.04% 303
2017
Q4 		– Sell
-2,936
Closed -$165K – 356
2017
Q3 		$165K Hold
2,936
– – 0.03% 326
2017
Q2 		$176K Hold
2,936
– – 0.04% 321
2017
Q1 		$187K Hold
2,936
– – 0.04% 309
2016
Q4 		$185K Hold
2,936
– – 0.04% 272
2016
Q3 		$187K Hold
2,936
– – 0.04% 276
2016
Q2 		$187K Hold
2,936
– – 0.04% 269
2016
Q1 		$160K Hold
2,936
– – 0.04% 244
2015
Q4 		$177K Hold
2,936
– – 0.05% 236
2015
Q3 		$183K Hold
2,936
– – 0.05% 230
2015
Q2 		$228K Buy
2,936
+516
+21% +$42.9K 0.06% 217
2015
Q1 		$201K Hold
2,420
– – 0.05% 242
2014
Q4 		$212K Hold
2,420
– – 0.05% 237
2014
Q3 		$232K Hold
2,420
– – 0.06% 217
2014
Q2 		$230K Hold
2,420
– – 0.05% 216
2014
Q1 		$214K Sell
2,420
-4,292
-64% -$376K 0.05% 226
2013
Q4 		$597K Hold
6,712
– – 0.16% 111
2013
Q3 		$591K Hold
6,712
– – 0.18% 105
2013
Q2 		$599K Buy
+6,712
New +$592K 0.2% 98

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

Dorsey & Whitney Trust's AMLP Position: Q2 2020 in Review

Dorsey & Whitney Trust sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 5,824 shares — an estimated $100K sold.

Dorsey & Whitney Trust first reported a position in AMLP in Q2 2013 and held it in 24 quarters. The position peaked at $599K in Q2 2013. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Dorsey & Whitney Trust reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 5,824 Alerian MLP ETF shares in Q2 2020, an estimated $100K.
  • Dorsey & Whitney Trust first reported a position in Alerian MLP ETF in Q2 2013 and held it in 24 quarters.
  • Dorsey & Whitney Trust's Alerian MLP ETF position peaked at $599K in Q2 2013.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2020, filed 13 Aug 2020.