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Procyon Advisors’s Alerian MLP ETF AMLP Stock Holding History

Procyon 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
Q3 		– Sell
-120
Closed -$3K – 253
2020
Q2 		$3K Hold
120
– – ﹤0.01% 849
2020
Q1 		$2K Sell
120
-176
-59% -$5.96K ﹤0.01% 833
2019
Q4 		$13K Buy
+296
New +$12.4K 0.01% 580

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

Procyon Advisors's AMLP Position: Q3 2020 in Review

Procyon Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 120 shares — an estimated $3K sold.

Procyon Advisors first reported a position in AMLP in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Procyon Advisors reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 120 Alerian MLP ETF shares in Q3 2020, an estimated $3K.
  • Procyon Advisors first reported a position in Alerian MLP ETF in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Alerian MLP ETF position peaked at $13K in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.