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Patriot Investment Management Group’s Alerian MLP ETF AMLP Stock Holding History

Patriot Investment Management Group’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
Q3 		– Sell
-4,141
Closed -$102K – 229
2020
Q2 		$102K Sell
4,141
-602
-13% -$14.8K 0.01% 261
2020
Q1 		$81K Buy
+4,743
New +$161K 0.01% 201

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Patriot Investment Management Group's AMLP Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 4,141 shares — an estimated $102K sold.

Patriot Investment Management Group first reported a position in AMLP in Q1 2020 and held it in 2 quarters. The position peaked at $102K in Q2 2020. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 4,141 Alerian MLP ETF shares in Q3 2020, an estimated $102K.
  • Patriot Investment Management Group first reported a position in Alerian MLP ETF in Q1 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Alerian MLP ETF position peaked at $102K in Q2 2020.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.