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Laurel Wealth Advisors (California)’s Alerian MLP ETF AMLP Stock Holding History

Laurel Wealth Advisors (California)’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 		– Sell
-5,015
Closed -$213K – 359
2019
Q4 		$213K Sell
5,015
-2,498
-33% -$105K 0.04% 428
2019
Q3 		$344K Buy
7,513
+1,258
+20% +$59.5K 0.06% 318
2019
Q2 		$308K Sell
6,255
-480
-7% -$23.7K 0.07% 295
2019
Q1 		$338K Buy
6,735
+1,253
+23% +$61.4K 0.08% 264
2018
Q4 		$239K Buy
5,482
+518
+10% +$25.4K 0.07% 283
2018
Q3 		$265K Buy
4,964
+700
+16% +$37.8K 0.07% 308
2018
Q2 		$215K Buy
+4,264
New +$216K 0.06% 349
2017
Q4 		– Sell
-3,620
Closed -$203K – 339
2017
Q3 		$203K Sell
3,620
-11
-0.3% -$629 0.07% 288
2017
Q2 		$217K Buy
3,631
+372
+11% +$22.7K 0.08% 265
2017
Q1 		$207K Sell
3,259
-122
-4% -$7.83K 0.08% 253
2016
Q4 		$213K Sell
3,381
-1,321
-28% -$81.6K 0.09% 222
2016
Q3 		$298K Buy
4,702
+380
+9% +$24K 0.14% 176
2016
Q2 		$275K Sell
4,322
-40
-0.9% -$2.41K 0.13% 184
2016
Q1 		$238K Sell
4,362
-500
-10% -$25.4K 0.12% 209
2015
Q4 		$293K Buy
+4,862
New +$304K 0.15% 179

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

Laurel Wealth Advisors (California)'s AMLP Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 5,015 shares — an estimated $213K sold.

Laurel Wealth Advisors (California) first reported a position in AMLP in Q4 2015 and held it in 15 quarters. The position peaked at $344K in Q3 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 5,015 Alerian MLP ETF shares in Q1 2020, an estimated $213K.
  • Laurel Wealth Advisors (California) first reported a position in Alerian MLP ETF in Q4 2015 and held it in 15 quarters.
  • Laurel Wealth Advisors (California)'s Alerian MLP ETF position peaked at $344K in Q3 2019.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.