JSF Financial’s Alerian MLP ETF AMLP Stock Holding History

JSF Financial’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	-4,591	Closed	-$79K	–	64
2020 Q1	$79K	Sell	4,591 -14,204	-76%	-$481K	0.08%	58
2019 Q4	$799K	Buy	18,795 +3,375	+22%	+$142K	0.79%	21
2019 Q3	$705K	Buy	15,420 +1,313	+9%	+$62.1K	0.77%	22
2019 Q2	$695K	Buy	14,107 +3,956	+39%	+$196K	0.76%	19
2019 Q1	$509K	Buy	10,151 +518	+5%	+$25.4K	0.56%	23
2018 Q4	$420K	Buy	+9,633	New	+$473K	0.43%	32

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

JSF Financial's AMLP Position: Q2 2020 in Review

JSF Financial sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 4,591 shares — an estimated $79K sold.

JSF Financial first reported a position in AMLP in Q4 2018 and held it in 6 quarters. The position peaked at $799K in Q4 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

JSF Financial reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
JSF Financial sold 4,591 Alerian MLP ETF shares in Q2 2020, an estimated $79K.
JSF Financial first reported a position in Alerian MLP ETF in Q4 2018 and held it in 6 quarters.
JSF Financial's Alerian MLP ETF position peaked at $799K in Q4 2019.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on JSF Financial's 13F filing for Q2 2020, filed 31 Jul 2020.