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GYL Financial Synergies’s Alerian MLP ETF AMLP Stock Holding History

GYL Financial Synergies’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
Q2 		– Sell
-4,253
Closed -$73K – 151
2020
Q1 		$73K Sell
4,253
-4,392
-51% -$149K 0.05% 140
2019
Q4 		$367K Sell
8,645
-2,849
-25% -$120K 0.16% 107
2019
Q3 		$525K Sell
11,494
-56
-0.5% -$2.65K 0.26% 74
2019
Q2 		$569K Buy
11,550
+1,131
+11% +$55.9K 0.3% 61
2019
Q1 		$523K Buy
10,419
+200
+2% +$9.8K 0.29% 62
2018
Q4 		$446K Buy
+10,219
New +$501K 0.32% 63

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

GYL Financial Synergies's AMLP Position: Q2 2020 in Review

GYL Financial Synergies sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 4,253 shares — an estimated $73K sold.

GYL Financial Synergies first reported a position in AMLP in Q4 2018 and held it in 6 quarters. The position peaked at $569K in Q2 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • GYL Financial Synergies reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • GYL Financial Synergies sold 4,253 Alerian MLP ETF shares in Q2 2020, an estimated $73K.
  • GYL Financial Synergies first reported a position in Alerian MLP ETF in Q4 2018 and held it in 6 quarters.
  • GYL Financial Synergies's Alerian MLP ETF position peaked at $569K in Q2 2019.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on GYL Financial Synergies's 13F filing for Q2 2020, filed 4 Aug 2020.