Peak Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Peak Asset Management’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	-4,532	Closed	-$78K	–	129
2020 Q1	$78K	Buy	4,532 +2,511	+124%	+$85.1K	0.03%	110
2019 Q4	$86K	Buy	+2,021	New	+$84.8K	0.03%	121
2019 Q2	–	Sell	-5,595	Closed	-$281K	–	131
2019 Q1	$281K	Buy	5,595 +3,400	+155%	+$167K	0.1%	105
2018 Q4	$96K	Buy	+2,195	New	+$108K	0.04%	124

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

Peak Asset Management's AMLP Position: Q2 2020 in Review

Peak Asset Management sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 4,532 shares — an estimated $78K sold.

Peak Asset Management first reported a position in AMLP in Q4 2018 and held it in 4 quarters. The position peaked at $281K in Q1 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Peak Asset Management reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Peak Asset Management sold 4,532 Alerian MLP ETF shares in Q2 2020, an estimated $78K.
Peak Asset Management first reported a position in Alerian MLP ETF in Q4 2018 and held it in 4 quarters.
Peak Asset Management's Alerian MLP ETF position peaked at $281K in Q1 2019.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Peak Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.