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
2017 Q2	–	Sell	-600	Closed	-$38K	–	718
2017 Q1	$38K	Buy	+600	New	+$38.5K	0.02%	361

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

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.