H
AMLP icon

HoyleCohen’s Alerian MLP ETF AMLP Stock Holding History

HoyleCohen’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
-23,532
Closed -$1M – 176
2019
Q4 		$1M Sell
23,532
-8,794
-27% -$369K 0.16% 107
2019
Q3 		$1.48M Sell
32,326
-185
-0.6% -$8.75K 0.25% 88
2019
Q2 		$1.6M Hold
32,511
– – 0.28% 81
2019
Q1 		$1.63M Buy
32,511
+2,402
+8% +$118K 0.29% 75
2018
Q4 		$1.31M Sell
30,109
-2,847
-9% -$140K 0.27% 79
2018
Q3 		$1.76M Buy
32,956
+1,699
+5% +$91.6K 0.33% 70
2018
Q2 		$1.58M Buy
31,257
+703
+2% +$35.6K 0.32% 73
2018
Q1 		$1.43M Buy
30,554
+702
+2% +$37.5K 0.29% 75
2017
Q4 		$1.61M Buy
+29,852
New +$1.6M 0.32% 72

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

HoyleCohen's AMLP Position: Q1 2020 in Review

HoyleCohen sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 23,532 shares — an estimated $1M sold.

HoyleCohen first reported a position in AMLP in Q4 2017 and held it in 9 quarters. The position peaked at $1.76M in Q3 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • HoyleCohen reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • HoyleCohen sold 23,532 Alerian MLP ETF shares in Q1 2020, an estimated $1M.
  • HoyleCohen first reported a position in Alerian MLP ETF in Q4 2017 and held it in 9 quarters.
  • HoyleCohen's Alerian MLP ETF position peaked at $1.76M in Q3 2018.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on HoyleCohen's 13F filing for Q1 2020, filed 8 May 2020.