Lowe Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Lowe Wealth Advisors’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	-138	Closed	-$4K	–	272
2020 Q4	$4K	Hold	138	–	–	﹤0.01%	206
2020 Q3	$3K	Hold	138	–	–	﹤0.01%	212
2020 Q2	$3K	Hold	138	–	–	﹤0.01%	203
2020 Q1	$2K	Sell	138 -82	-37%	-$2.78K	﹤0.01%	226
2019 Q4	$9K	Hold	220	–	–	0.01%	170
2019 Q3	$10K	Hold	220	–	–	0.01%	151
2019 Q2	$11K	Hold	220	–	–	0.01%	156
2019 Q1	$11K	Hold	220	–	–	0.01%	137
2018 Q4	$10K	Hold	220	–	–	0.01%	138
2018 Q3	$12K	Hold	220	–	–	0.01%	138
2018 Q2	$11K	Hold	220	–	–	0.01%	133
2018 Q1	$10K	Hold	220	–	–	0.01%	147
2017 Q4	$12K	Hold	220	–	–	0.01%	144
2017 Q3	$12K	Buy	220 +82	+59%	+$4.69K	0.01%	143
2017 Q2	$8K	Hold	138	–	–	0.01%	140
2017 Q1	$9K	Sell	138 -240	-63%	-$15.4K	0.01%	135
2016 Q4	$24K	Hold	378	–	–	0.02%	88
2016 Q3	$24K	Buy	378 +240	+174%	+$15.2K	0.02%	91
2016 Q2	$9K	Hold	138	–	–	0.01%	137
2016 Q1	$8K	Hold	138	–	–	0.01%	135
2015 Q4	$8K	Hold	138	–	–	0.01%	135
2015 Q3	$9K	Hold	138	–	–	0.01%	130
2015 Q2	$11K	Buy	138 +50	+57%	+$4.16K	0.01%	132
2015 Q1	$7K	Hold	88	–	–	﹤0.01%	139
2014 Q4	$8K	Buy	+88	New	+$7.98K	0.01%	131

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

Lowe Wealth Advisors's AMLP Position: Q1 2021 in Review

Lowe Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2021, closing a stake of 138 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in AMLP in Q4 2014 and held it in 25 quarters. The position peaked at $24K in Q4 2016. 457 funds tracked by Wall St. Rank hold AMLP as of Q1 2021.

Lowe Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2021 after selling out during the quarter.
Lowe Wealth Advisors sold 138 Alerian MLP ETF shares in Q1 2021, an estimated $4K.
Lowe Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2014 and held it in 25 quarters.
Lowe Wealth Advisors's Alerian MLP ETF position peaked at $24K in Q4 2016.
457 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2021.

Based on Lowe Wealth Advisors's 13F filing for Q1 2021, filed 6 Apr 2021.