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Plimoth Trust’s Alerian MLP ETF AMLP Stock Holding History

Plimoth Trust’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
-8,170
Closed -$202K – 160
2020
Q2 		$202K Sell
8,170
-360
-4% -$8.82K 0.07% 158
2020
Q1 		$147K Sell
8,530
-329
-4% -$11.1K 0.06% 155
2019
Q4 		$376K Sell
8,859
-1,060
-11% -$44.5K 0.12% 148
2019
Q3 		$454K Buy
9,919
+1
+0% +$47 0.15% 146
2019
Q2 		$488K Sell
9,918
-1,054
-10% -$52.1K 0.16% 138
2019
Q1 		$550K Sell
10,972
-469
-4% -$23K 0.18% 126
2018
Q4 		$500K Sell
11,441
-3,187
-22% -$156K 0.18% 130
2018
Q3 		$781K Sell
14,628
-8,886
-38% -$479K 0.25% 111
2018
Q2 		$1.19M Sell
23,514
-9,473
-29% -$480K 0.41% 79
2018
Q1 		$1.55M Sell
32,987
-5,325
-14% -$285K 0.53% 63
2017
Q4 		$2.07M Buy
+38,312
New +$2.05M 0.74% 42

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Plimoth Trust's AMLP Position: Q3 2020 in Review

Plimoth Trust sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 8,170 shares — an estimated $202K sold.

Plimoth Trust first reported a position in AMLP in Q4 2017 and held it in 11 quarters. The position peaked at $2.07M in Q4 2017. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Plimoth Trust reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Plimoth Trust sold 8,170 Alerian MLP ETF shares in Q3 2020, an estimated $202K.
  • Plimoth Trust first reported a position in Alerian MLP ETF in Q4 2017 and held it in 11 quarters.
  • Plimoth Trust's Alerian MLP ETF position peaked at $2.07M in Q4 2017.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Plimoth Trust's 13F filing for Q3 2020, filed 27 Oct 2020.