Lee Financial’s Alerian MLP ETF AMLP Stock Holding History

Lee 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
2021 Q1	–	Sell	-400	Closed	-$10K	–	484
2020 Q4	$10K	Hold	400	–	–	﹤0.01%	372
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	417
2020 Q2	$10K	Buy	+400	New	+$9.8K	﹤0.01%	365
2018 Q2	–	Sell	-3,495	Closed	-$164K	–	778
2018 Q1	$164K	Buy	+3,495	New	+$187K	0.04%	166
2017 Q4	–	Sell	-5,000	Closed	-$281K	–	470
2017 Q3	$281K	Hold	5,000	–	–	0.09%	99
2017 Q2	$299K	Buy	+5,000	New	+$305K	0.11%	98

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Lee Financial's AMLP Position: Q1 2021 in Review

Lee Financial sold out of Alerian MLP ETF (AMLP) in Q1 2021, closing a stake of 400 shares — an estimated $10K sold.

Lee Financial first reported a position in AMLP in Q2 2017 and held it in 6 quarters. The position peaked at $299K in Q2 2017. 457 funds tracked by Wall St. Rank hold AMLP as of Q1 2021.

Lee Financial reported no remaining Alerian MLP ETF position as of Q1 2021 after selling out during the quarter.
Lee Financial sold 400 Alerian MLP ETF shares in Q1 2021, an estimated $10K.
Lee Financial first reported a position in Alerian MLP ETF in Q2 2017 and held it in 6 quarters.
Lee Financial's Alerian MLP ETF position peaked at $299K in Q2 2017.
457 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2021.

Based on Lee Financial's 13F filing for Q1 2021, filed 13 May 2021.