MFG
AMU

Merit Financial Group’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Merit Financial Group’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,437
Closed -$83K – 249
2020
Q1 		$83K Sell
14,437
-15,695
-52% -$172K 0.01% 214
2019
Q4 		$413K Buy
+30,132
New +$408K 0.04% 160

Other funds holding AMU

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Merit Financial Group's AMU Position: Q2 2020 in Review

Merit Financial Group sold out of ETRACS Alerian MLP Index ETN (AMU) in Q2 2020, closing a stake of 14,437 shares — an estimated $83K sold.

Merit Financial Group first reported a position in AMU in Q4 2019 and held it in 2 quarters. The position peaked at $413K in Q4 2019. 18 funds tracked by Wall St. Rank hold AMU as of Q2 2020.

  • Merit Financial Group reported no remaining ETRACS Alerian MLP Index ETN position as of Q2 2020 after selling out during the quarter.
  • Merit Financial Group sold 14,437 ETRACS Alerian MLP Index ETN shares in Q2 2020, an estimated $83K.
  • Merit Financial Group first reported a position in ETRACS Alerian MLP Index ETN in Q4 2019 and held it in 2 quarters.
  • Merit Financial Group's ETRACS Alerian MLP Index ETN position peaked at $413K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q2 2020.

Based on Merit Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.