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

Magnus 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
2019
Q4 		– Sell
-9,253
Closed -$423K – 593
2019
Q3 		$423K Sell
9,253
-78,234
-89% -$3.7M 0.08% 146
2019
Q2 		$4.31M Buy
87,487
+12,649
+17% +$626K 0.83% 17
2019
Q1 		$3.75M Buy
74,838
+8,352
+13% +$409K 0.76% 18
2018
Q4 		$2.9M Buy
+66,486
New +$3.26M 0.77% 19

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Magnus Financial Group's AMLP Position: Q4 2019 in Review

Magnus Financial Group sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 9,253 shares — an estimated $423K sold.

Magnus Financial Group first reported a position in AMLP in Q4 2018 and held it in 4 quarters. The position peaked at $4.31M in Q2 2019. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

  • Magnus Financial Group reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
  • Magnus Financial Group sold 9,253 Alerian MLP ETF shares in Q4 2019, an estimated $423K.
  • Magnus Financial Group first reported a position in Alerian MLP ETF in Q4 2018 and held it in 4 quarters.
  • Magnus Financial Group's Alerian MLP ETF position peaked at $4.31M in Q2 2019.
  • 679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Magnus Financial Group's 13F filing for Q4 2019, filed 28 Jan 2020.