Evercore Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Evercore Wealth Management’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	-2,951	Closed	-$51K	–	376
2020 Q1	$51K	Buy	+2,951	New	+$100K	﹤0.01%	357
2018 Q1	–	Sell	-180	Closed	-$10K	–	376
2017 Q4	$10K	Sell	180 -6,090	-97%	-$326K	﹤0.01%	807
2017 Q3	$352K	Hold	6,270	–	–	0.01%	293
2017 Q2	$375K	Buy	6,270 +180	+3%	+$11K	0.01%	291
2017 Q1	$387K	Buy	6,090 +1,550	+34%	+$99.5K	0.02%	288
2016 Q4	$286K	Buy	4,540 +280	+7%	+$17.3K	0.01%	316
2016 Q3	$270K	Hold	4,260	–	–	0.01%	322
2016 Q2	$271K	Hold	4,260	–	–	0.01%	314
2016 Q1	$233K	Hold	4,260	–	–	0.01%	329
2015 Q4	$257K	Hold	4,260	–	–	0.01%	332
2015 Q3	$264K	Hold	4,260	–	–	0.01%	346
2015 Q2	$333K	Hold	4,260	–	–	0.02%	333
2015 Q1	$354K	Buy	+4,260	New	+$360K	0.02%	324
2014 Q4	–	Sell	-4,260	Closed	-$408K	–	869
2014 Q3	$408K	Hold	4,260	–	–	0.02%	294
2014 Q2	$405K	Hold	4,260	–	–	0.02%	299
2014 Q1	$376K	Hold	4,260	–	–	0.02%	295
2013 Q4	$379K	Hold	4,260	–	–	0.02%	296
2013 Q3	$376K	Buy	4,260 +860	+25%	+$75.9K	0.02%	318
2013 Q2	$303K	Buy	+3,400	New	+$300K	0.02%	350

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

Evercore Wealth Management's AMLP Position: Q2 2020 in Review

Evercore Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,951 shares — an estimated $51K sold.

Evercore Wealth Management first reported a position in AMLP in Q2 2013 and held it in 19 quarters. The position peaked at $408K in Q3 2014. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Evercore Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Evercore Wealth Management sold 2,951 Alerian MLP ETF shares in Q2 2020, an estimated $51K.
Evercore Wealth Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Alerian MLP ETF position peaked at $408K in Q3 2014.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Evercore Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.