Inscription Capital’s Alerian MLP ETF AMLP Stock Holding History

Inscription 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 Q2	–	Sell	-6,781	Closed	-$117K	–	142
2020 Q1	$117K	Sell	6,781 -42,697	-86%	-$1.45M	0.08%	125
2019 Q4	$2.1M	Sell	49,478 -4,903	-9%	-$206K	0.93%	33
2019 Q3	$2.48M	Sell	54,381 -903	-2%	-$42.7K	1.37%	15
2019 Q2	$2.59M	Sell	55,284 -16,515	-23%	-$817K	1.94%	10
2019 Q1	$3.6M	Buy	71,799 +800	+1%	+$39.2K	1.9%	13
2018 Q4	$3.1M	Buy	+70,999	New	+$3.48M	1.72%	13

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Inscription Capital's AMLP Position: Q2 2020 in Review

Inscription Capital sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 6,781 shares — an estimated $117K sold.

Inscription Capital first reported a position in AMLP in Q4 2018 and held it in 6 quarters. The position peaked at $3.6M in Q1 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Inscription Capital reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Inscription Capital sold 6,781 Alerian MLP ETF shares in Q2 2020, an estimated $117K.
Inscription Capital first reported a position in Alerian MLP ETF in Q4 2018 and held it in 6 quarters.
Inscription Capital's Alerian MLP ETF position peaked at $3.6M in Q1 2019.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Inscription Capital's 13F filing for Q2 2020, filed 11 Aug 2020.