Private Vista’s Alerian MLP ETF AMLP Stock Holding History

Private Vista’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	-3,281	Closed	-$57K	–	121
2020 Q1	$57K	Buy	3,281 +47	+1%	+$1.59K	0.02%	134
2019 Q4	$137K	Sell	3,234 -689	-18%	-$28.9K	0.04%	146
2019 Q3	$180K	Sell	3,923 -431	-10%	-$20.4K	0.05%	148
2019 Q2	$214K	Sell	4,354 -14,970	-77%	-$740K	0.05%	143
2019 Q1	$967K	Sell	19,324 -835	-4%	-$40.9K	0.24%	58
2018 Q4	$880K	Sell	20,159 -3,806	-16%	-$187K	0.2%	56
2018 Q3	$1.29M	Sell	23,965 -6,264	-21%	-$338K	0.26%	46
2018 Q2	$1.53M	Buy	30,229 +2,304	+8%	+$117K	0.35%	41
2018 Q1	$1.31M	Sell	27,925 -256	-0.9%	-$13.7K	0.38%	30
2017 Q4	$1.52M	Sell	28,181 -8,661	-24%	-$463K	0.46%	21
2017 Q3	$2.07M	Buy	36,842 +31,136	+546%	+$1.78M	0.45%	29
2017 Q2	$341K	Sell	5,706 -52,546	-90%	-$3.2M	0.08%	64
2017 Q1	$3.7M	Buy	+58,252	New	+$3.74M	0.92%	20
2016 Q4	–	Sell	-73,919	Closed	-$4.61M	–	61
2016 Q3	$4.61M	Buy	+73,919	New	+$4.68M	1.17%	16

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

Private Vista's AMLP Position: Q2 2020 in Review

Private Vista sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 3,281 shares — an estimated $57K sold.

Private Vista first reported a position in AMLP in Q3 2016 and held it in 14 quarters. The position peaked at $4.61M in Q3 2016. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Private Vista reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 3,281 Alerian MLP ETF shares in Q2 2020, an estimated $57K.
Private Vista first reported a position in Alerian MLP ETF in Q3 2016 and held it in 14 quarters.
Private Vista's Alerian MLP ETF position peaked at $4.61M in Q3 2016.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.