Kavar Capital Partners Group’s Alerian MLP ETF AMLP Stock Holding History

Kavar Capital Partners Group’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
2021 Q3	–	Sell	-5,567	Closed	-$203K	–	174
2021 Q2	$203K	Buy	+5,567	New	+$191K	0.05%	146
2020 Q2	–	Sell	-6,830	Closed	-$117K	–	122
2020 Q1	$117K	Sell	6,830 -1,075	-14%	-$36.4K	0.06%	114
2019 Q4	$336K	Sell	7,905 -870	-10%	-$36.5K	0.12%	99
2019 Q3	$401K	Hold	8,775	–	–	0.16%	95
2019 Q2	$432K	Hold	8,775	–	–	0.17%	88
2019 Q1	$440K	Sell	8,775 -403	-4%	-$19.8K	0.2%	87
2018 Q4	$401K	Buy	9,178 +1,455	+19%	+$71.4K	0.22%	79
2018 Q3	$412K	Hold	7,723	–	–	0.2%	78
2018 Q2	$390K	Hold	7,723	–	–	0.2%	79
2018 Q1	$362K	Buy	7,723 +2,800	+57%	+$150K	0.19%	82
2017 Q4	$266K	Buy	+4,923	New	+$263K	0.14%	93
2014 Q3	–	Sell	-2,053	Closed	-$195K	–	125
2014 Q2	$195K	Buy	2,053 +3	+0.1%	+$273	0.17%	130
2014 Q1	$180K	Sell	2,050 -24	-1%	-$2.1K	0.15%	132
2013 Q4	$184K	Buy	+2,074	New	+$182K	0.16%	121

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Kavar Capital Partners Group's AMLP Position: Q3 2021 in Review

Kavar Capital Partners Group sold out of Alerian MLP ETF (AMLP) in Q3 2021, closing a stake of 5,567 shares — an estimated $203K sold.

Kavar Capital Partners Group first reported a position in AMLP in Q4 2013 and held it in 14 quarters. The position peaked at $440K in Q1 2019. 444 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

Kavar Capital Partners Group reported no remaining Alerian MLP ETF position as of Q3 2021 after selling out during the quarter.
Kavar Capital Partners Group sold 5,567 Alerian MLP ETF shares in Q3 2021, an estimated $203K.
Kavar Capital Partners Group first reported a position in Alerian MLP ETF in Q4 2013 and held it in 14 quarters.
Kavar Capital Partners Group's Alerian MLP ETF position peaked at $440K in Q1 2019.
444 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on Kavar Capital Partners Group's 13F filing for Q3 2021, filed 1 Nov 2021.