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Mosaic Family Wealth’s Alerian MLP ETF AMLP Stock Holding History

Mosaic Family Wealth’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
-2,603
Closed -$45K – 143
2020
Q1 		$45K Buy
2,603
+15
+0.6% +$508 0.02% 128
2019
Q4 		$110K Sell
2,588
-96
-4% -$4.03K 0.04% 153
2019
Q3 		$123K Buy
2,684
+18
+0.7% +$851 0.05% 165
2019
Q2 		$131K Sell
2,666
-108
-4% -$5.34K 0.05% 167
2019
Q1 		$139K Buy
2,774
+18
+0.7% +$882 0.06% 186
2018
Q4 		$120K Sell
2,756
-906
-25% -$44.4K 0.05% 198
2018
Q3 		$176K Sell
3,662
-851
-19% -$45.9K 0.07% 163
2018
Q2 		$228K Sell
4,513
-854
-16% -$43.3K 0.09% 156
2018
Q1 		$251K Sell
5,367
-397
-7% -$21.2K 0.09% 139
2017
Q4 		$311K Sell
5,764
-259
-4% -$13.9K 0.11% 128
2017
Q3 		$338K Sell
6,023
-483
-7% -$27.6K 0.13% 127
2017
Q2 		$389K Sell
6,506
-665
-9% -$40.5K 0.16% 112
2017
Q1 		$456K Sell
7,171
-1,731
-19% -$111K 0.2% 96
2016
Q4 		$561K Sell
8,902
-770
-8% -$47.6K 0.26% 76
2016
Q3 		$614K Sell
9,672
-1,783
-16% -$113K 0.29% 72
2016
Q2 		$729K Sell
11,455
-1,748
-13% -$105K 0.35% 54
2016
Q1 		$720K Sell
13,203
-3,776
-22% -$192K 0.35% 54
2015
Q4 		$1.02M Buy
+16,979
New +$1.06M 0.46% 39

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Mosaic Family Wealth's AMLP Position: Q2 2020 in Review

Mosaic Family Wealth sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,603 shares — an estimated $45K sold.

Mosaic Family Wealth first reported a position in AMLP in Q4 2015 and held it in 18 quarters. The position peaked at $1.02M in Q4 2015. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Mosaic Family Wealth reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,603 Alerian MLP ETF shares in Q2 2020, an estimated $45K.
  • Mosaic Family Wealth first reported a position in Alerian MLP ETF in Q4 2015 and held it in 18 quarters.
  • Mosaic Family Wealth's Alerian MLP ETF position peaked at $1.02M in Q4 2015.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Mosaic Family Wealth's 13F filing for Q2 2020, filed 24 Jul 2020.