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Hudson Valley Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Hudson Valley Investment 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
Q2 		– Sell
-2,075
Closed -$36K – 162
2020
Q1 		$36K Sell
2,075
-2,000
-49% -$67.7K 0.01% 154
2019
Q4 		$173K Sell
4,075
-40
-1% -$1.68K 0.04% 155
2019
Q3 		$188K Hold
4,115
– – 0.04% 150
2019
Q2 		$203K Buy
4,115
+240
+6% +$11.9K 0.05% 155
2019
Q1 		$194K Sell
3,875
-2,360
-38% -$116K 0.05% 144
2018
Q4 		$272K Buy
6,235
+2,270
+57% +$111K 0.06% 136
2018
Q3 		$212K Sell
3,965
-1,104
-22% -$59.5K 0.05% 133
2018
Q2 		$6.3M Buy
5,069
+1,064
+27% +$53.9K 1.55% 17
2018
Q1 		$188K Sell
4,005
-20
-0.5% -$1.07K 0.05% 141
2017
Q4 		$217K Hold
4,025
– – 0.05% 140
2017
Q3 		$226K Sell
4,025
-30
-0.7% -$1.72K 0.06% 142
2017
Q2 		$242K Buy
4,055
+1,870
+86% +$114K 0.07% 136
2017
Q1 		$139K Sell
2,185
-260
-11% -$16.7K 0.04% 143
2016
Q4 		$154K Sell
2,445
-125
-5% -$7.72K 0.05% 144
2016
Q3 		$163K Hold
2,570
– – 0.05% 143
2016
Q2 		$163K Buy
2,570
+30
+1% +$1.81K 0.05% 143
2016
Q1 		$139K Buy
2,540
+40
+2% +$2.03K 0.05% 137
2015
Q4 		$151K Sell
2,500
-330
-12% -$20.6K 0.05% 141
2015
Q3 		$177K Buy
2,830
+70
+3% +$5.09K 0.06% 145
2015
Q2 		$215K Buy
2,760
+140
+5% +$11.6K 0.07% 134
2015
Q1 		$217K Buy
+2,620
New +$221K 0.07% 119

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

Hudson Valley Investment Advisors's AMLP Position: Q2 2020 in Review

Hudson Valley Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,075 shares — an estimated $36K sold.

Hudson Valley Investment Advisors first reported a position in AMLP in Q1 2015 and held it in 21 quarters. The position peaked at $6.3M in Q2 2018. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Hudson Valley Investment Advisors reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 2,075 Alerian MLP ETF shares in Q2 2020, an estimated $36K.
  • Hudson Valley Investment Advisors first reported a position in Alerian MLP ETF in Q1 2015 and held it in 21 quarters.
  • Hudson Valley Investment Advisors's Alerian MLP ETF position peaked at $6.3M in Q2 2018.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.