LifePlan Financial Group’s Alerian MLP ETF AMLP Stock Holding History

LifePlan Financial Group’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 Q3	$7K	Hold	344	–	–	﹤0.01%	434
2020 Q2	$8K	Sell	344 -1	-0.3%	-$25	﹤0.01%	423
2020 Q1	$6K	Hold	345	–	–	﹤0.01%	429
2019 Q4	$15K	Hold	345	–	–	0.01%	378
2019 Q3	$16K	Hold	345	–	–	0.01%	363
2019 Q2	$17K	Sell	345 -170	-33%	-$8.41K	0.01%	355
2019 Q1	$26K	Sell	515 -37	-7%	-$1.81K	0.01%	317
2018 Q4	$24K	Hold	552	–	–	0.02%	307
2018 Q3	$29K	Hold	552	–	–	0.02%	298
2018 Q2	$28K	Hold	552	–	–	0.02%	293
2018 Q1	$26K	Buy	+552	New	+$29.5K	0.02%	292

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LifePlan Financial Group's AMLP Position: Q3 2020 in Review

LifePlan Financial Group held its Alerian MLP ETF (AMLP) position steady in Q3 2020 at 344 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

LifePlan Financial Group first reported a position in AMLP in Q1 2018 and has held it in 11 quarters since. The position peaked at $29K in Q3 2018. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

LifePlan Financial Group held 344 shares of Alerian MLP ETF worth $7K as of Q3 2020.
LifePlan Financial Group left its Alerian MLP ETF share count unchanged in Q3 2020.
Alerian MLP ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #434 holding.
LifePlan Financial Group first reported a position in Alerian MLP ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Alerian MLP ETF position peaked at $29K in Q3 2018.
357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.