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Partnervest Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Partnervest Advisory Services’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
-2,402
Closed -$41K – 226
2020
Q1 		$41K Sell
2,402
-270
-10% -$9.15K 0.02% 199
2019
Q4 		$114K Sell
2,672
-100
-4% -$4.2K 0.04% 225
2019
Q3 		$127K Sell
2,772
-200
-7% -$9.46K 0.05% 240
2019
Q2 		$146K Sell
2,972
-260
-8% -$12.9K 0.06% 212
2019
Q1 		$162K Buy
3,232
+452
+16% +$22.2K 0.07% 210
2018
Q4 		$121K Sell
2,780
-200
-7% -$9.81K 0.06% 197
2018
Q3 		$159K Sell
2,980
-4,083
-58% -$220K 0.06% 206
2018
Q2 		$357K Hold
7,063
– – 0.17% 126
2018
Q1 		$331K Sell
7,063
-425
-6% -$22.7K 0.16% 139
2017
Q4 		$404K Sell
7,488
-704
-9% -$37.7K 0.2% 114
2017
Q3 		$460K Sell
8,192
-93
-1% -$5.32K 0.22% 101
2017
Q2 		$495K Buy
8,285
+400
+5% +$24.4K 0.22% 95
2017
Q1 		$501K Buy
+7,885
New +$506K 0.23% 91
2016
Q2 		– Sell
-2,148
Closed -$117K – 198
2016
Q1 		$117K Buy
2,148
+140
+7% +$7.11K 0.06% 182
2015
Q4 		$121K Hold
2,008
– – 0.07% 164
2015
Q3 		$125K Hold
2,008
– – 0.07% 159
2015
Q2 		$156K Sell
2,008
-200
-9% -$16.6K 0.08% 179
2015
Q1 		$183K Sell
2,208
-72
-3% -$6.08K 0.09% 151
2014
Q4 		$200K Buy
2,280
+19
+0.8% +$1.72K 0.1% 147
2014
Q3 		$217K Buy
2,261
+317
+16% +$30K 0.11% 136
2014
Q2 		$185K Buy
1,944
+366
+23% +$33.3K 0.08% 161
2014
Q1 		$139K Buy
1,578
+728
+86% +$63.9K 0.06% 192
2013
Q4 		$76K Buy
850
+159
+23% +$13.9K 0.04% 246
2013
Q3 		$61K Buy
691
+249
+56% +$22K 0.03% 248
2013
Q2 		$39K Buy
+442
New +$39K 0.02% 283

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

Partnervest Advisory Services's AMLP Position: Q2 2020 in Review

Partnervest Advisory Services sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,402 shares — an estimated $41K sold.

Partnervest Advisory Services first reported a position in AMLP in Q2 2013 and held it in 25 quarters. The position peaked at $501K in Q1 2017. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Partnervest Advisory Services reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 2,402 Alerian MLP ETF shares in Q2 2020, an estimated $41K.
  • Partnervest Advisory Services first reported a position in Alerian MLP ETF in Q2 2013 and held it in 25 quarters.
  • Partnervest Advisory Services's Alerian MLP ETF position peaked at $501K in Q1 2017.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Partnervest Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.