Riverpoint Wealth Management Holdings’s Alerian MLP ETF AMLP Stock Holding History

Riverpoint Wealth Management Holdings’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	-4,078	Closed	-$173K	–	66
2019 Q4	$173K	Buy	4,078 +53	+1%	+$2.23K	0.07%	72
2019 Q3	$184K	Buy	4,025 +65	+2%	+$3.07K	0.08%	68
2019 Q2	$195K	Buy	3,960 +59	+2%	+$2.92K	0.09%	64
2019 Q1	$196K	Buy	3,901 +58	+2%	+$2.84K	0.09%	63
2018 Q4	$167K	Buy	3,843 +57	+2%	+$2.8K	0.09%	64
2018 Q3	$203K	Buy	3,786 +54	+1%	+$2.91K	0.1%	66
2018 Q2	$188K	Buy	3,732 +63	+2%	+$3.19K	0.1%	56
2018 Q1	$171K	Buy	3,669 +60	+2%	+$3.21K	0.1%	49
2017 Q4	$195K	Buy	3,609 +61	+2%	+$3.26K	0.12%	47
2017 Q3	$201K	Buy	3,548 +60	+2%	+$3.43K	0.13%	50
2017 Q2	$207K	Buy	3,488 +52	+2%	+$3.17K	0.15%	46
2017 Q1	$219K	Buy	3,436 +50	+1%	+$3.21K	0.17%	40
2016 Q4	$216K	Buy	+3,386	New	+$209K	0.18%	37

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

Riverpoint Wealth Management Holdings's AMLP Position: Q1 2020 in Review

Riverpoint Wealth Management Holdings sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 4,078 shares — an estimated $173K sold.

Riverpoint Wealth Management Holdings first reported a position in AMLP in Q4 2016 and held it in 13 quarters. The position peaked at $219K in Q1 2017. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

Riverpoint Wealth Management Holdings reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 4,078 Alerian MLP ETF shares in Q1 2020, an estimated $173K.
Riverpoint Wealth Management Holdings first reported a position in Alerian MLP ETF in Q4 2016 and held it in 13 quarters.
Riverpoint Wealth Management Holdings's Alerian MLP ETF position peaked at $219K in Q1 2017.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2020, filed 11 May 2020.