Rinet Company’s Alerian MLP ETF AMLP Stock Holding History

Rinet Company’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	-7,319	Closed	-$311K	–	26
2019 Q4	$311K	Sell	7,319 -200	-3%	-$8.39K	0.09%	24
2019 Q3	$344K	Hold	7,519	–	–	0.11%	23
2019 Q2	$370K	Hold	7,519	–	–	0.11%	22
2019 Q1	$377K	Sell	7,519 -2,817	-27%	-$138K	0.12%	20
2018 Q4	$451K	Sell	10,336 -5,098	-33%	-$250K	0.16%	21
2018 Q3	$824K	Buy	+15,434	New	+$833K	0.3%	18

Other funds holding AMLP

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Rinet Company's AMLP Position: Q1 2020 in Review

Rinet Company sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 7,319 shares — an estimated $311K sold.

Rinet Company first reported a position in AMLP in Q3 2018 and held it in 6 quarters. The position peaked at $824K in Q3 2018. 612 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Rinet Company reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Rinet Company sold 7,319 Alerian MLP ETF shares in Q1 2020, an estimated $311K.
Rinet Company first reported a position in Alerian MLP ETF in Q3 2018 and held it in 6 quarters.
Rinet Company's Alerian MLP ETF position peaked at $824K in Q3 2018.
612 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Rinet Company's 13F filing for Q1 2020, filed 13 May 2020.