KCPG
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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return