Lenox Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Lenox Wealth Management’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 Q2	$8K	Sell	332 -1	-0.3%	-$25	﹤0.01%	458
2020 Q1	$5K	Hold	333	–	–	﹤0.01%	487
2019 Q4	$14K	Hold	333	–	–	﹤0.01%	392
2019 Q3	$15K	Buy	333 +133	+67%	+$6.29K	﹤0.01%	392
2019 Q2	$9K	Buy	+200	New	+$9.89K	﹤0.01%	440

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Lenox Wealth Management's AMLP Position: Q2 2020 in Review

Lenox Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 0.3% in Q2 2020, selling an estimated $25 and leaving 332 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Lenox Wealth Management first reported a position in AMLP in Q2 2019 and has held it in 5 quarters since. The position peaked at $15K in Q3 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Lenox Wealth Management held 332 shares of Alerian MLP ETF worth $8K as of Q2 2020.
Lenox Wealth Management sold 1 Alerian MLP ETF share in Q2 2020, an estimated $25.
Alerian MLP ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #458 holding.
Lenox Wealth Management first reported a position in Alerian MLP ETF in Q2 2019 and has held it in 5 quarters since.
Lenox Wealth Management's Alerian MLP ETF position peaked at $15K in Q3 2019.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.