Essex Savings Bank’s Alerian MLP ETF AMLP Stock Holding History

Essex Savings Bank’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	-3,030	Closed	-$52K	–	167
2020 Q1	$52K	Sell	3,030 -1,620	-35%	-$54.9K	0.04%	145
2019 Q4	$198K	Sell	4,650 -2,050	-31%	-$86.1K	0.1%	175
2019 Q3	$306K	Buy	6,700 +430	+7%	+$20.3K	0.16%	125
2019 Q2	$309K	Hold	6,270	–	–	0.11%	170
2019 Q1	$314K	Buy	6,270 +157	+3%	+$7.7K	0.18%	103
2018 Q4	$267K	Buy	+6,113	New	+$300K	0.17%	110

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

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

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

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

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

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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Essex Savings Bank's AMLP Position: Q2 2020 in Review

Essex Savings Bank sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 3,030 shares — an estimated $52K sold.

Essex Savings Bank first reported a position in AMLP in Q4 2018 and held it in 6 quarters. The position peaked at $314K in Q1 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Essex Savings Bank reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Essex Savings Bank sold 3,030 Alerian MLP ETF shares in Q2 2020, an estimated $52K.
Essex Savings Bank first reported a position in Alerian MLP ETF in Q4 2018 and held it in 6 quarters.
Essex Savings Bank's Alerian MLP ETF position peaked at $314K in Q1 2019.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Essex Savings Bank's 13F filing for Q2 2020, filed 30 Jul 2020.