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Financial Architects (New Jersey)’s Alerian MLP ETF AMLP Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-1,685
Closed -$42K – 294
2020
Q2 		$42K Sell
1,685
-125
-7% -$3.06K 0.01% 447
2020
Q1 		$31K Sell
1,810
-89
-5% -$3.02K 0.01% 440
2019
Q4 		$81K Hold
1,899
– – 0.02% 356
2019
Q3 		$87K Hold
1,899
– – 0.02% 353
2019
Q2 		$94K Buy
1,899
+89
+5% +$4.4K 0.02% 388
2019
Q1 		$91K Hold
1,810
– – 0.02% 479
2018
Q4 		$79K Sell
1,810
-489
-21% -$24K 0.02% 456
2018
Q3 		$123K Sell
2,299
-205
-8% -$11.1K 0.02% 412
2018
Q2 		$126K Sell
2,504
-69
-3% -$3.5K 0.02% 365
2018
Q1 		$121K Sell
2,573
-535
-17% -$28.6K 0.02% 410
2017
Q4 		$168K Buy
3,108
+259
+9% +$13.9K 0.03% 361
2017
Q3 		$160K Sell
2,849
-179
-6% -$10.2K 0.03% 386
2017
Q2 		$181K Buy
3,028
+205
+7% +$12.5K 0.03% 336
2017
Q1 		$179K Buy
2,823
+1
+0% +$64 0.03% 315
2016
Q4 		$178K Sell
2,822
-539
-16% -$33.3K 0.04% 271
2016
Q3 		$213K Buy
3,361
+237
+8% +$15K 0.06% 244
2016
Q2 		$199K Buy
3,124
+224
+8% +$13.5K 0.06% 250
2016
Q1 		$158K Sell
2,900
-499
-15% -$25.4K 0.06% 219
2015
Q4 		$205K Sell
3,399
-2,512
-42% -$157K 0.08% 204
2015
Q3 		$369K Sell
5,911
-1,220
-17% -$88.7K 0.16% 133
2015
Q2 		$555K Sell
7,131
-199
-3% -$16.6K 0.2% 92
2015
Q1 		$607K Sell
7,330
-1,973
-21% -$167K 0.24% 85
2014
Q4 		$815K Buy
+9,303
New +$843K 0.36% 61
2014
Q3 		– Sell
-9,572
Closed -$909K – 884
2014
Q2 		$909K Sell
9,572
-493
-5% -$44.9K 0.44% 52
2014
Q1 		$889K Sell
10,065
-726
-7% -$63.7K 0.53% 47
2013
Q4 		$960K Buy
10,791
+1,549
+17% +$136K 0.56% 46
2013
Q3 		$817K Buy
9,242
+7
+0.1% +$617 0.53% 44
2013
Q2 		$827K Buy
+9,235
New +$815K 0.61% 35

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Architects (New Jersey)'s AMLP Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 1,685 shares — an estimated $42K sold.

Financial Architects (New Jersey) first reported a position in AMLP in Q2 2013 and held it in 28 quarters. The position peaked at $960K in Q4 2013. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,685 Alerian MLP ETF shares in Q3 2020, an estimated $42K.
  • Financial Architects (New Jersey) first reported a position in Alerian MLP ETF in Q2 2013 and held it in 28 quarters.
  • Financial Architects (New Jersey)'s Alerian MLP ETF position peaked at $960K in Q4 2013.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.