Laird Norton Wetherby Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-54,610
Closed -$939K 719
2020
Q1
$939K Buy
54,610
+23,098
+73% +$782K 0.11% 197
2019
Q4
$1.34M Buy
+31,512
New +$1.32M 0.13% 170

Other funds holding AMLP

Laird Norton Wetherby Wealth Management's AMLP Position: Q2 2020 in Review

Laird Norton Wetherby Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 54,610 shares — an estimated $939K sold.

Laird Norton Wetherby Wealth Management first reported a position in AMLP in Q4 2019 and held it in 2 quarters. The position peaked at $1.34M in Q4 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Laird Norton Wetherby Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 54,610 Alerian MLP ETF shares in Q2 2020, an estimated $939K.
  • Laird Norton Wetherby Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's Alerian MLP ETF position peaked at $1.34M in Q4 2019.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.