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

Focused 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
Q1 		– Sell
-936
Closed -$40K – 699
2019
Q4 		$40K Buy
936
+22
+2% +$923 0.01% 335
2019
Q3 		$42K Buy
914
+19
+2% +$899 0.01% 317
2019
Q2 		$44K Sell
895
-154
-15% -$7.62K 0.01% 327
2019
Q1 		$53K Buy
1,049
+20
+2% +$981 0.02% 287
2018
Q4 		$45K Sell
1,029
-440
-30% -$21.6K 0.02% 308
2018
Q3 		$78K Buy
1,469
+18
+1% +$971 0.03% 253
2018
Q2 		$73K Sell
1,451
-100
-6% -$5.07K 0.03% 249
2018
Q1 		$73K Buy
1,551
+18
+1% +$962 0.02% 264
2017
Q4 		$83K Sell
1,533
-87
-5% -$4.65K 0.03% 247
2017
Q3 		$91K Sell
1,620
-442
-21% -$25.3K 0.03% 166
2017
Q2 		$123K Sell
2,062
-108
-5% -$6.58K 0.05% 198
2017
Q1 		$138K Buy
2,170
+21
+1% +$1.35K 0.05% 188
2016
Q4 		$135K Buy
2,149
+8
+0.4% +$494 0.06% 194
2016
Q3 		$136K Buy
2,141
+6
+0.3% +$379 0.06% 191
2016
Q2 		$136K Buy
2,135
+825
+63% +$49.7K 0.06% 182
2016
Q1 		$72K Buy
1,310
+1,250
+2,083% +$63.5K 0.04% 163
2015
Q4 		$4K Sell
60
-8,952
-99% -$560K ﹤0.01% 528
2015
Q3 		$562K Sell
9,012
-10,727
-54% -$780K 0.36% 46
2015
Q2 		$1.54M Sell
19,739
-5,858
-23% -$487K 0.95% 28
2015
Q1 		$2.12M Sell
25,597
-13,491
-35% -$1.14M 1.3% 21
2014
Q4 		$3.42M Buy
39,088
+201
+0.5% +$18.2K 2.42% 7
2014
Q3 		$3.73M Buy
38,887
+680
+2% +$64.3K 2.86% 5
2014
Q2 		$3.63M Buy
38,207
+2,351
+7% +$214K 2.84% 7
2014
Q1 		$3.17M Buy
35,856
+1,533
+4% +$134K 2.65% 8
2013
Q4 		$3.05M Buy
34,323
+400
+1% +$35.1K 2.56% 10
2013
Q3 		$2.98M Buy
+33,923
New +$2.99M 2.84% 9

Other funds holding AMLP

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Focused Wealth Management's AMLP Position: Q1 2020 in Review

Focused Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 936 shares — an estimated $40K sold.

Focused Wealth Management first reported a position in AMLP in Q3 2013 and held it in 26 quarters. The position peaked at $3.73M in Q3 2014. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Focused Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Focused Wealth Management sold 936 Alerian MLP ETF shares in Q1 2020, an estimated $40K.
  • Focused Wealth Management first reported a position in Alerian MLP ETF in Q3 2013 and held it in 26 quarters.
  • Focused Wealth Management's Alerian MLP ETF position peaked at $3.73M in Q3 2014.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Focused Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.