First Heartland Consultants’s Alerian MLP ETF AMLP Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-2,022	Closed	-$86K	–	246
2019 Q4	$86K	Sell	2,022 -137	-6%	-$5.75K	0.02%	291
2019 Q3	$99K	Sell	2,159 -35	-2%	-$1.66K	0.02%	286
2019 Q2	$108K	Buy	+2,194	New	+$109K	0.03%	280
2018 Q2	–	Sell	-70,775	Closed	-$3.32M	–	238
2018 Q1	$3.32M	Buy	70,775 +410	+0.6%	+$21.9K	0.99%	25
2017 Q4	$3.8M	Sell	70,365 -15,072	-18%	-$806K	1.14%	18
2017 Q3	$4.79M	Sell	85,437 -1,250	-1%	-$71.5K	1.17%	12
2017 Q2	$5.18M	Buy	86,687 +3,360	+4%	+$205K	1.34%	12
2017 Q1	$5.49M	Buy	83,327 +10,573	+15%	+$679K	1.53%	9
2016 Q4	$4.58M	Sell	72,754 -4,633	-6%	-$286K	1.39%	12
2016 Q3	$4.91M	Buy	77,387 +9,129	+13%	+$577K	1.43%	13
2016 Q2	$4.34K	Buy	68,258 +22,880	+50%	+$1.38M	0.48%	13
2016 Q1	$2.48M	Sell	45,378 -4,563	-9%	-$232K	0.94%	18
2015 Q4	$3.01M	Sell	49,941 -872	-2%	-$54.6K	1.14%	12
2015 Q3	$3.17M	Buy	50,813 +3,735	+8%	+$272K	1.32%	14
2015 Q2	$3.66K	Sell	47,078 -28	-0.1%	-$2.33K	1%	18
2015 Q1	$3.9M	Buy	47,106 +4,868	+12%	+$411K	1.49%	12
2014 Q4	$3.7M	Buy	42,238 +708	+2%	+$64.2K	1.53%	9
2014 Q3	$3.98M	Buy	41,530 +1,391	+3%	+$132K	1.75%	9
2014 Q2	$3.81M	Buy	40,139 +1,066	+3%	+$97.1K	1.72%	8
2014 Q1	$3.45M	Buy	39,073 +651	+2%	+$57.1K	1.7%	8
2013 Q4	$3.42M	Buy	38,422 +3,283	+9%	+$288K	1.92%	8
2013 Q3	$3.12M	Buy	35,139 +4,748	+16%	+$419K	1.88%	8
2013 Q2	$2.71M	Buy	+30,391	New	+$2.68M	1.57%	10

Other funds holding AMLP

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

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

First Heartland Consultants's AMLP Position: Q1 2020 in Review

First Heartland Consultants sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 2,022 shares — an estimated $86K sold.

First Heartland Consultants first reported a position in AMLP in Q2 2013 and held it in 23 quarters. The position peaked at $5.49M in Q1 2017. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

First Heartland Consultants reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
First Heartland Consultants sold 2,022 Alerian MLP ETF shares in Q1 2020, an estimated $86K.
First Heartland Consultants first reported a position in Alerian MLP ETF in Q2 2013 and held it in 23 quarters.
First Heartland Consultants's Alerian MLP ETF position peaked at $5.49M in Q1 2017.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on First Heartland Consultants's 13F filing for Q1 2020, filed 14 May 2020.