Financial Perspectives’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Financial Perspectives’s Portfolio AMU Stock Details AMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,326	Closed	-$11.1K	–	575
2020 Q2	$11.1K	Hold	1,326	–	–	0.01%	339
2020 Q1	$7.64K	Sell	1,326 -266	-17%	-$2.92K	0.01%	349
2019 Q4	$21.8K	Buy	+1,592	New	+$21.5K	0.01%	251

Other funds holding AMU

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Perspectives's AMU Position: Q3 2020 in Review

Financial Perspectives sold out of ETRACS Alerian MLP Index ETN (AMU) in Q3 2020, closing a stake of 1,326 shares — an estimated $11.1K sold.

Financial Perspectives first reported a position in AMU in Q4 2019 and held it in 3 quarters. The position peaked at $21.8K in Q4 2019. 15 funds tracked by Wall St. Rank hold AMU as of Q3 2020.

Financial Perspectives reported no remaining ETRACS Alerian MLP Index ETN position as of Q3 2020 after selling out during the quarter.
Financial Perspectives sold 1,326 ETRACS Alerian MLP Index ETN shares in Q3 2020, an estimated $11.1K.
Financial Perspectives first reported a position in ETRACS Alerian MLP Index ETN in Q4 2019 and held it in 3 quarters.
Financial Perspectives's ETRACS Alerian MLP Index ETN position peaked at $21.8K in Q4 2019.
15 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q3 2020.

Based on Financial Perspectives's 13F filing for Q3 2020, filed 10 Jan 2024.