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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Alerian MLP ETF AMLP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
-3,035
Closed -$129K – 91
2019
Q4 		$129K Sell
3,035
-40
-1% -$1.68K 0.03% 114
2019
Q3 		$141K Sell
3,075
-30
-1% -$1.42K 0.04% 105
2019
Q2 		$153K Sell
3,105
-1,339
-30% -$66.2K 0.04% 103
2019
Q1 		$223K Buy
4,444
+437
+11% +$21.4K 0.06% 87
2018
Q4 		$175K Buy
+4,007
New +$197K 0.06% 85
2018
Q3 		– Sell
-130
Closed -$7K – 105
2018
Q2 		$7K Buy
130
+3
+2% +$152 ﹤0.01% 337
2018
Q1 		$6K Buy
127
+2
+2% +$107 ﹤0.01% 349
2017
Q4 		$8K Buy
125
+25
+25% +$1.34K 0.02% 190
2017
Q3 		$5K Hold
100
– – ﹤0.01% 327
2017
Q2 		$5K Hold
100
– – ﹤0.01% 309
2017
Q1 		$7K Sell
100
-100
-50% -$6.42K ﹤0.01% 323
2016
Q4 		$14K Buy
200
+100
+100% +$6.18K ﹤0.01% 287
2016
Q3 		$6K Sell
100
-9
-8% -$569 ﹤0.01% 328
2016
Q2 		$6K Buy
109
+100
+1,111% +$6.03K ﹤0.01% 302
2016
Q1 		$0 Buy
+9
New +$457 ﹤0.01% 383

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's AMLP Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 3,035 shares — an estimated $129K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AMLP in Q1 2016 and held it in 15 quarters. The position peaked at $223K in Q1 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,035 Alerian MLP ETF shares in Q1 2020, an estimated $129K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Alerian MLP ETF in Q1 2016 and held it in 15 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Alerian MLP ETF position peaked at $223K in Q1 2019.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.