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Ellenbecker Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Ellenbecker 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
Q4 		– Sell
-19,297
Closed -$386K – 66
2020
Q3 		$386K Sell
19,297
-22,225
-54% -$514K 0.16% 42
2020
Q2 		$1.02M Buy
41,522
+2,448
+6% +$60K 0.51% 25
2020
Q1 		$672K Buy
39,074
+2,987
+8% +$101K 0.42% 25
2019
Q4 		$1.53M Buy
36,087
+3,274
+10% +$137K 0.8% 18
2019
Q3 		$1.5M Buy
32,813
+2,273
+7% +$107K 0.85% 17
2019
Q2 		$1.5M Buy
30,540
+9,455
+45% +$468K 0.88% 15
2019
Q1 		$1.06M Buy
21,085
+5,628
+36% +$276K 0.68% 19
2018
Q4 		$675K Buy
15,457
+1,154
+8% +$56.6K 0.52% 24
2018
Q3 		$764K Buy
14,303
+5,614
+65% +$303K 0.56% 25
2018
Q2 		$439K Buy
+8,689
New +$441K 0.35% 33

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ellenbecker Investment Group's AMLP Position: Q4 2020 in Review

Ellenbecker Investment Group sold out of Alerian MLP ETF (AMLP) in Q4 2020, closing a stake of 19,297 shares — an estimated $386K sold.

Ellenbecker Investment Group first reported a position in AMLP in Q2 2018 and held it in 10 quarters. The position peaked at $1.53M in Q4 2019. 429 funds tracked by Wall St. Rank hold AMLP as of Q4 2020.

  • Ellenbecker Investment Group reported no remaining Alerian MLP ETF position as of Q4 2020 after selling out during the quarter.
  • Ellenbecker Investment Group sold 19,297 Alerian MLP ETF shares in Q4 2020, an estimated $386K.
  • Ellenbecker Investment Group first reported a position in Alerian MLP ETF in Q2 2018 and held it in 10 quarters.
  • Ellenbecker Investment Group's Alerian MLP ETF position peaked at $1.53M in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2020.

Based on Ellenbecker Investment Group's 13F filing for Q4 2020, filed 13 Jan 2021.