Reilly Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Reilly Financial 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	-28	Closed	-$1K	–	878
2019 Q4	$1K	Buy	+28	New	+$1.18K	﹤0.01%	833
2019 Q3	–	Sell	-43	Closed	-$2K	–	893
2019 Q2	$2K	Buy	+43	New	+$2.13K	﹤0.01%	858
2015 Q4	–	Sell	-60	Closed	-$4K	–	1206
2015 Q3	$4K	Hold	60	–	–	﹤0.01%	997
2015 Q2	$5K	Buy	60 +40	+200%	+$3.33K	﹤0.01%	1057
2015 Q1	$2K	Buy	+20	New	+$1.69K	﹤0.01%	1160
2014 Q4	–	Sell	-300	Closed	-$29K	–	818
2014 Q3	$29K	Hold	300	–	–	0.01%	329
2014 Q2	$29K	Buy	+300	New	+$27.3K	0.01%	337
2013 Q4	–	Sell	-368	Closed	-$33K	–	840
2013 Q3	$33K	Buy	+368	New	+$32.5K	0.01%	276

Other funds holding AMLP

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Reilly Financial Advisors's AMLP Position: Q1 2020 in Review

Reilly Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 28 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in AMLP in Q3 2013 and held it in 8 quarters. The position peaked at $33K in Q3 2013. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Reilly Financial Advisors reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Reilly Financial Advisors sold 28 Alerian MLP ETF shares in Q1 2020, an estimated $1K.
Reilly Financial Advisors first reported a position in Alerian MLP ETF in Q3 2013 and held it in 8 quarters.
Reilly Financial Advisors's Alerian MLP ETF position peaked at $33K in Q3 2013.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Reilly Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.