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Perennial Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Perennial Investment Advisors’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
Q1 		– Sell
-2,348
Closed -$100K – 120
2019
Q4 		$100K Buy
+2,348
New +$98.6K 0.08% 125

Other funds holding AMLP

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Perennial Investment Advisors's AMLP Position: Q1 2020 in Review

Perennial Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 2,348 shares — an estimated $100K sold.

Perennial Investment Advisors first reported a position in AMLP in Q4 2019 and held it in 1 quarter. The position peaked at $100K in Q4 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Perennial Investment Advisors reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,348 Alerian MLP ETF shares in Q1 2020, an estimated $100K.
  • Perennial Investment Advisors first reported a position in Alerian MLP ETF in Q4 2019 and held it in 1 quarter.
  • Perennial Investment Advisors's Alerian MLP ETF position peaked at $100K in Q4 2019.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Perennial Investment Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.