Pinnacle Wealth Management Advisory Group’s Alerian MLP ETF AMLP Stock Holding History

Pinnacle Wealth Management Advisory 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 Q2	–	Sell	-6,340	Closed	-$109K	–	175
2020 Q1	$109K	Sell	6,340 -2,351	-27%	-$79.6K	0.05%	156
2019 Q4	$369K	Buy	8,691 +1,475	+20%	+$61.9K	0.14%	133
2019 Q3	$330K	Buy	7,216 +172	+2%	+$8.13K	0.14%	133
2019 Q2	$347K	Buy	7,044 +625	+10%	+$30.9K	0.15%	133
2019 Q1	$322K	Buy	6,419 +1,040	+19%	+$51K	0.15%	136
2018 Q4	$235K	Sell	5,379 -1,582	-23%	-$77.6K	0.13%	146
2018 Q3	$372K	Buy	6,961 +169	+2%	+$9.12K	0.18%	111
2018 Q2	$343K	Buy	6,792 +1,556	+30%	+$78.9K	0.18%	107
2018 Q1	$245K	Buy	5,236 +636	+14%	+$34K	0.14%	121
2017 Q4	$248K	Sell	4,600 -15,182	-77%	-$812K	0.14%	123
2017 Q3	$1.11M	Sell	19,782 -961	-5%	-$54.9K	0.65%	49
2017 Q2	$1.24M	Buy	20,743 +1,686	+9%	+$103K	0.77%	41
2017 Q1	$1.21M	Buy	19,057 +643	+3%	+$41.3K	0.84%	39
2016 Q4	$1.16M	Buy	18,414 +4,477	+32%	+$277K	0.83%	40
2016 Q3	$884K	Buy	13,937 +113	+0.8%	+$7.15K	0.67%	51
2016 Q2	$879K	Buy	13,824 +3,541	+34%	+$213K	0.7%	52
2016 Q1	$561K	Buy	10,283 +2,181	+27%	+$111K	0.5%	63
2015 Q4	$488K	Sell	8,102 -12,068	-60%	-$755K	0.45%	66
2015 Q3	$1.26M	Buy	20,170 +9,441	+88%	+$687K	1.22%	24
2015 Q2	$835K	Sell	10,729 -10,578	-50%	-$880K	0.77%	42
2015 Q1	$1.76M	Sell	21,307 -1,725	-7%	-$146K	1.58%	15
2014 Q4	$2.02M	Buy	+23,032	New	+$2.09M	1.88%	12

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

Pinnacle Wealth Management Advisory Group's AMLP Position: Q2 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 6,340 shares — an estimated $109K sold.

Pinnacle Wealth Management Advisory Group first reported a position in AMLP in Q4 2014 and held it in 22 quarters. The position peaked at $2.02M in Q4 2014. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Pinnacle Wealth Management Advisory Group reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 6,340 Alerian MLP ETF shares in Q2 2020, an estimated $109K.
Pinnacle Wealth Management Advisory Group first reported a position in Alerian MLP ETF in Q4 2014 and held it in 22 quarters.
Pinnacle Wealth Management Advisory Group's Alerian MLP ETF position peaked at $2.02M in Q4 2014.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2020, filed 11 Aug 2020.