Linscomb Wealth’s Alerian MLP ETF AMLP Stock Holding History

Linscomb Wealth’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	-29,475	Closed	-$507K	–	300
2020 Q1	$507K	Buy	+29,475	New	+$998K	0.04%	249
2015 Q2	–	Sell	-3,780	Closed	-$313K	–	270
2015 Q1	$313K	Sell	3,780 -2,275	-38%	-$192K	0.03%	216
2014 Q4	$530K	Sell	6,055 -4,075	-40%	-$369K	0.06%	161
2014 Q3	$971K	Sell	10,130 -1,265	-11%	-$120K	0.11%	113
2014 Q2	$1.08M	Sell	11,395 -462	-4%	-$42.1K	0.11%	107
2014 Q1	$1.05M	Sell	11,857 -2,500	-17%	-$219K	0.12%	106
2013 Q4	$1.28M	Sell	14,357 -42,971	-75%	-$3.77M	0.16%	85
2013 Q3	$5.04M	Sell	57,328 -17,282	-23%	-$1.52M	0.66%	28
2013 Q2	$6.66M	Buy	+74,610	New	+$6.58M	0.91%	24

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 $8.93B AUM 25.13% 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 $9.11B AUM 26.3% 1-Year Est. Return

Linscomb Wealth's AMLP Position: Q2 2020 in Review

Linscomb Wealth sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 29,475 shares — an estimated $507K sold.

Linscomb Wealth first reported a position in AMLP in Q2 2013 and held it in 9 quarters. The position peaked at $6.66M in Q2 2013. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Linscomb Wealth reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 29,475 Alerian MLP ETF shares in Q2 2020, an estimated $507K.
Linscomb Wealth first reported a position in Alerian MLP ETF in Q2 2013 and held it in 9 quarters.
Linscomb Wealth's Alerian MLP ETF position peaked at $6.66M in Q2 2013.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.