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JOYN Advisors’s Alerian MLP ETF AMLP Stock Holding History

JOYN 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 		$40K Buy
2,326
+265
+13% +$8.98K 0.01% 105
2019
Q4 		$88K Sell
2,061
-45,074
-96% -$1.89M 0.02% 122
2019
Q3 		$2.15M Buy
47,135
+9,932
+27% +$470K 0.48% 17
2019
Q2 		$1.75M Sell
37,203
-3,942
-10% -$195K 0.39% 21
2019
Q1 		$2.06M Sell
41,145
-8,053
-16% -$395K 0.47% 18
2018
Q4 		$2.15M Sell
49,198
-55
-0.1% -$2.7K 0.49% 18
2018
Q3 		$2.63M Sell
49,253
-5,903
-11% -$318K 0.49% 16
2018
Q2 		$2.79M Buy
55,156
+46,241
+519% +$2.34M 0.6% 15
2018
Q1 		$418K Buy
+8,915
New +$477K 0.09% 74
2016
Q4 		– Sell
-5,314
Closed -$337K – 23
2016
Q3 		$337K Sell
5,314
-1,052
-17% -$66.5K 0.12% 21
2016
Q2 		$405K Sell
6,366
-619
-9% -$37.3K 0.15% 23
2016
Q1 		$381K Buy
6,985
+1,245
+22% +$63.3K 0.15% 19
2015
Q4 		$346K Buy
5,740
+430
+8% +$26.9K 0.14% 21
2015
Q3 		$331K Buy
5,310
+870
+20% +$63.3K 0.13% 21
2015
Q2 		$345K Sell
4,440
-3,615
-45% -$301K 0.14% 19
2015
Q1 		$667K Buy
8,055
+1,000
+14% +$84.5K 0.27% 16
2014
Q4 		$618K Buy
+7,055
New +$640K 0.25% 17

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

JOYN Advisors's AMLP Position: Q1 2020 in Review

JOYN Advisors increased its Alerian MLP ETF (AMLP) stake by 13% in Q1 2020, buying an estimated $8.98K and bringing the position to 2,326 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #105.

JOYN Advisors first reported a position in AMLP in Q4 2014 and has held it in 17 quarters since. The position peaked at $2.79M in Q2 2018. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • JOYN Advisors held 2,326 shares of Alerian MLP ETF worth $40K as of Q1 2020.
  • JOYN Advisors bought 265 Alerian MLP ETF shares in Q1 2020, an estimated $8.98K.
  • Alerian MLP ETF made up 0.01% of JOYN Advisors's portfolio in Q1 2020, its #105 holding.
  • JOYN Advisors first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 17 quarters since.
  • JOYN Advisors's Alerian MLP ETF position peaked at $2.79M in Q2 2018.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.