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Dougherty Wealth Advisers’s Alerian MLP ETF AMLP Stock Holding History

Dougherty Wealth Advisers’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
-396
Closed -$7K – 159
2020
Q1 		$7K Buy
396
+10
+3% +$339 0.03% 155
2019
Q4 		$16K Buy
386
+9
+2% +$378 0.05% 155
2019
Q3 		$17K Buy
377
+8
+2% +$378 0.06% 153
2019
Q2 		$18K Buy
369
+7
+2% +$346 0.05% 183
2019
Q1 		$18K Buy
362
+7
+2% +$343 0.06% 157
2018
Q4 		$17K Buy
+355
New +$17.4K 0.06% 166

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

Dougherty Wealth Advisers's AMLP Position: Q2 2020 in Review

Dougherty Wealth Advisers sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 396 shares — an estimated $7K sold.

Dougherty Wealth Advisers first reported a position in AMLP in Q4 2018 and held it in 6 quarters. The position peaked at $18K in Q2 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Dougherty Wealth Advisers reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 396 Alerian MLP ETF shares in Q2 2020, an estimated $7K.
  • Dougherty Wealth Advisers first reported a position in Alerian MLP ETF in Q4 2018 and held it in 6 quarters.
  • Dougherty Wealth Advisers's Alerian MLP ETF position peaked at $18K in Q2 2019.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2020, filed 11 Aug 2020.