Mariner Independent Advisor Network’s Alerian MLP ETF AMLP Stock Holding History

Mariner Independent Advisor Network’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 Q4	–	Sell	-10,762	Closed	-$215K	–	407
2020 Q3	$215K	Buy	+10,762	New	+$249K	0.02%	303
2020 Q1	–	Sell	-5,508	Closed	-$234K	–	353
2019 Q4	$234K	Sell	5,508 -2,405	-30%	-$101K	0.02%	359
2019 Q3	$360K	Buy	7,913 +863	+12%	+$40.8K	0.03%	339
2019 Q2	$349K	Buy	7,050 +728	+12%	+$36K	0.03%	339
2019 Q1	$321K	Sell	6,322 -164	-3%	-$8.04K	0.03%	331
2018 Q4	$311K	Buy	6,486 +496	+8%	+$24.3K	0.03%	333
2018 Q3	$319K	Buy	+5,990	New	+$323K	0.04%	212
2018 Q2	–	Sell	-5,083	Closed	-$238K	–	149
2018 Q1	$238K	Sell	5,083 -3,821	-43%	-$204K	0.01%	321
2017 Q4	$480K	Buy	+8,904	New	+$476K	0.05%	245
2017 Q3	–	Sell	-77,422	Closed	-$4.63M	–	155
2017 Q2	$4.63M	Buy	+77,422	New	+$4.72M	0.66%	42
2016 Q3	–	Sell	-58,341	Closed	-$3.71M	–	163
2016 Q2	$3.71M	Buy	58,341 +40,518	+227%	+$2.44M	0.7%	44
2016 Q1	$973K	Buy	+17,823	New	+$906K	0.31%	73
2015 Q4	–	Sell	-9,086	Closed	-$567K	–	76
2015 Q3	$567K	Buy	+9,086	New	+$661K	0.22%	96
2015 Q2	–	Sell	-2,943	Closed	-$244K	–	98
2015 Q1	$244K	Sell	2,943 -190	-6%	-$16.1K	0.14%	81
2014 Q4	$274K	Buy	3,133 +175	+6%	+$15.9K	0.13%	127
2014 Q3	$284K	Sell	2,958 -40	-1%	-$3.78K	0.15%	93
2014 Q2	$285K	Buy	+2,998	New	+$273K	0.14%	95

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's AMLP Position: Q4 2020 in Review

Mariner Independent Advisor Network sold out of Alerian MLP ETF (AMLP) in Q4 2020, closing a stake of 10,762 shares — an estimated $215K sold.

Mariner Independent Advisor Network first reported a position in AMLP in Q2 2014 and held it in 17 quarters. The position peaked at $4.63M in Q2 2017. 429 funds tracked by Wall St. Rank hold AMLP as of Q4 2020.

Mariner Independent Advisor Network reported no remaining Alerian MLP ETF position as of Q4 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,762 Alerian MLP ETF shares in Q4 2020, an estimated $215K.
Mariner Independent Advisor Network first reported a position in Alerian MLP ETF in Q2 2014 and held it in 17 quarters.
Mariner Independent Advisor Network's Alerian MLP ETF position peaked at $4.63M in Q2 2017.
429 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2020, filed 12 Feb 2021.