Lucia Wealth Services’s Alerian MLP ETF AMLP Stock Holding History

Lucia Wealth Services’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	-333	Closed	-$6K	–	178
2020 Q1	$6K	Sell	333 -56	-14%	-$1.9K	﹤0.01%	185
2019 Q4	$17K	Sell	389 -106	-21%	-$4.45K	0.01%	173
2019 Q3	$23K	Sell	495 -960	-66%	-$45.4K	0.01%	148
2019 Q2	$72K	Sell	1,455 -1,550	-52%	-$76.7K	0.02%	132
2019 Q1	$151K	Sell	3,005 -2	-0.1%	-$98	0.05%	130
2018 Q4	$131K	Sell	3,007 -1,728	-36%	-$84.8K	0.06%	125
2018 Q3	$253K	Sell	4,735 -1,193	-20%	-$64.3K	0.08%	125
2018 Q2	$299K	Sell	5,928 -27,882	-82%	-$1.41M	0.13%	107
2018 Q1	$1.58M	Buy	33,810 +29,607	+704%	+$1.58M	0.51%	69
2017 Q4	$227K	Buy	+4,203	New	+$225K	0.1%	112

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

Lucia Wealth Services's AMLP Position: Q2 2020 in Review

Lucia Wealth Services sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 333 shares — an estimated $6K sold.

Lucia Wealth Services first reported a position in AMLP in Q4 2017 and held it in 10 quarters. The position peaked at $1.58M in Q1 2018. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Lucia Wealth Services reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Lucia Wealth Services sold 333 Alerian MLP ETF shares in Q2 2020, an estimated $6K.
Lucia Wealth Services first reported a position in Alerian MLP ETF in Q4 2017 and held it in 10 quarters.
Lucia Wealth Services's Alerian MLP ETF position peaked at $1.58M in Q1 2018.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.