Huber Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Huber Financial 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	$274K	Buy	15,904 +11,605	+270%	+$393K	0.1%	91
2019 Q4	$183K	Sell	4,299 -3,244	-43%	-$136K	0.06%	116
2019 Q3	$345K	Hold	7,543	–	–	0.13%	85
2019 Q2	$371K	Buy	7,543 +42	+0.6%	+$2.08K	0.16%	76
2019 Q1	$376K	Sell	7,501 -10,901	-59%	-$534K	0.18%	77
2018 Q4	$803K	Buy	+18,402	New	+$903K	0.44%	32

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

Huber Financial Advisors's AMLP Position: Q1 2020 in Review

Huber Financial Advisors increased its Alerian MLP ETF (AMLP) stake by 270% in Q1 2020, buying an estimated $393K and bringing the position to 15,904 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #91.

Huber Financial Advisors first reported a position in AMLP in Q4 2018 and has held it in 6 quarters since. The position peaked at $803K in Q4 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Huber Financial Advisors held 15,904 shares of Alerian MLP ETF worth $274K as of Q1 2020.
Huber Financial Advisors bought 11,605 Alerian MLP ETF shares in Q1 2020, an estimated $393K.
Alerian MLP ETF made up 0.1% of Huber Financial Advisors's portfolio in Q1 2020, its #91 holding.
Huber Financial Advisors first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 6 quarters since.
Huber Financial Advisors's Alerian MLP ETF position peaked at $803K in Q4 2018.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.