Global Financial Private Capital’s Alerian MLP ETF AMLP Stock Holding History

Global Financial Private Capital’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	-1,030	Closed	-$44K	–	380
2019 Q4	$44K	Buy	+1,030	New	+$43.2K	﹤0.01%	301
2019 Q2	–	Sell	-18,925	Closed	-$949K	–	458
2019 Q1	$949K	Sell	18,925 -7,486	-28%	-$367K	0.05%	247
2018 Q4	$1.15M	Buy	26,411 +3,603	+16%	+$177K	0.06%	198
2018 Q3	$1.22M	Buy	22,808 +1,963	+9%	+$106K	0.04%	256
2018 Q2	$1.05M	Sell	20,845 -911	-4%	-$46.2K	0.04%	268
2018 Q1	$1.02M	Buy	21,756 +1,161	+6%	+$62.1K	0.04%	257
2017 Q4	$1.11M	Sell	20,595 -5,813	-22%	-$311K	0.04%	242
2017 Q3	$1.48M	Buy	+26,408	New	+$1.51M	0.05%	212

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 $9.11B AUM 26.3% 1-Year Est. Return

Global Financial Private Capital's AMLP Position: Q1 2020 in Review

Global Financial Private Capital sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 1,030 shares — an estimated $44K sold.

Global Financial Private Capital first reported a position in AMLP in Q3 2017 and held it in 8 quarters. The position peaked at $1.48M in Q3 2017. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Global Financial Private Capital reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 1,030 Alerian MLP ETF shares in Q1 2020, an estimated $44K.
Global Financial Private Capital first reported a position in Alerian MLP ETF in Q3 2017 and held it in 8 quarters.
Global Financial Private Capital's Alerian MLP ETF position peaked at $1.48M in Q3 2017.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.