Forvis Mazars Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Forvis Mazars Wealth Advisors’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	-2,551	Closed	-$108K	–	283
2019 Q4	$108K	Sell	2,551 -960	-27%	-$40.3K	0.01%	289
2019 Q3	$160K	Buy	3,511 +960	+38%	+$45.4K	0.01%	255
2019 Q2	$126K	Hold	2,551	–	–	0.01%	254
2019 Q1	$128K	Hold	2,551	–	–	0.01%	249
2018 Q4	$111K	Sell	2,551 -129	-5%	-$6.33K	0.01%	219
2018 Q3	$143K	Buy	2,680 +129	+5%	+$6.96K	0.01%	229
2018 Q2	$129K	Hold	2,551	–	–	0.01%	231
2018 Q1	$120K	Hold	2,551	–	–	0.01%	231
2017 Q4	$138K	Buy	+2,551	New	+$136K	0.01%	239

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

Forvis Mazars Wealth Advisors's AMLP Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 2,551 shares — an estimated $108K sold.

Forvis Mazars Wealth Advisors first reported a position in AMLP in Q4 2017 and held it in 9 quarters. The position peaked at $160K in Q3 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Forvis Mazars Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,551 Alerian MLP ETF shares in Q1 2020, an estimated $108K.
Forvis Mazars Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 9 quarters.
Forvis Mazars Wealth Advisors's Alerian MLP ETF position peaked at $160K in Q3 2019.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.