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

Liberty 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	–	Sell	-167	Closed	-$3K	–	850
2020 Q1	$3K	Hold	167	–	–	﹤0.01%	656
2019 Q4	$7K	Hold	167	–	–	0.01%	606
2019 Q3	$8K	Hold	167	–	–	0.01%	551
2019 Q2	$8K	Buy	+167	New	+$8.26K	0.01%	559

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

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

Liberty Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 167 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in AMLP in Q2 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Liberty Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 167 Alerian MLP ETF shares in Q2 2020, an estimated $3K.
Liberty Wealth Management first reported a position in Alerian MLP ETF in Q2 2019 and held it in 4 quarters.
Liberty Wealth Management's Alerian MLP ETF position peaked at $8K in Q3 2019.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.