Engrave Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Engrave Wealth Partners’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	-10,474	Closed	-$215K	–	56
2020 Q3	$215K	Buy	+10,474	New	+$242K	0.21%	45

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Engrave Wealth Partners's AMLP Position: Q4 2020 in Review

Engrave Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q4 2020, closing a stake of 10,474 shares — an estimated $215K sold.

Engrave Wealth Partners first reported a position in AMLP in Q3 2020 and held it in 1 quarter. The position peaked at $215K in Q3 2020. 429 funds tracked by Wall St. Rank hold AMLP as of Q4 2020.

Engrave Wealth Partners reported no remaining Alerian MLP ETF position as of Q4 2020 after selling out during the quarter.
Engrave Wealth Partners sold 10,474 Alerian MLP ETF shares in Q4 2020, an estimated $215K.
Engrave Wealth Partners first reported a position in Alerian MLP ETF in Q3 2020 and held it in 1 quarter.
Engrave Wealth Partners's Alerian MLP ETF position peaked at $215K in Q3 2020.
429 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2020.

Based on Engrave Wealth Partners's 13F filing for Q4 2020, filed 15 Jan 2021.