Leelyn Smith’s Alerian MLP ETF AMLP Stock Holding History

Leelyn Smith’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	-636	Closed	-$16K	–	379
2020 Q4	$16K	Buy	+636	New	+$15.3K	0.01%	242
2020 Q3	–	Sell	-2,948	Closed	-$728K	–	331
2020 Q2	$728K	Hold	2,948	–	–	0.3%	74
2020 Q1	$51K	Sell	2,948 -814	-22%	-$27.6K	0.03%	166
2019 Q4	$164	Buy	+3,762	New	+$158K	0.08%	117

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

Leelyn Smith's AMLP Position: Q1 2021 in Review

Leelyn Smith sold out of Alerian MLP ETF (AMLP) in Q1 2021, closing a stake of 636 shares — an estimated $16K sold.

Leelyn Smith first reported a position in AMLP in Q4 2019 and held it in 4 quarters. The position peaked at $728K in Q2 2020. 457 funds tracked by Wall St. Rank hold AMLP as of Q1 2021.

Leelyn Smith reported no remaining Alerian MLP ETF position as of Q1 2021 after selling out during the quarter.
Leelyn Smith sold 636 Alerian MLP ETF shares in Q1 2021, an estimated $16K.
Leelyn Smith first reported a position in Alerian MLP ETF in Q4 2019 and held it in 4 quarters.
Leelyn Smith's Alerian MLP ETF position peaked at $728K in Q2 2020.
457 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2021.

Based on Leelyn Smith's 13F filing for Q1 2021, filed 5 May 2021.