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Roble Belko & Company’s Alerian MLP ETF AMLP Stock Holding History

Roble Belko & 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
Q2 		– Sell
-16,946
Closed -$291K – 316
2020
Q1 		$291K Sell
16,946
-23,096
-58% -$782K 0.09% 67
2019
Q4 		$1.7M Sell
40,042
-150
-0.4% -$6.3K 0.47% 36
2019
Q3 		$1.84M Buy
40,192
+5,369
+15% +$254K 0.54% 33
2019
Q2 		$1.72M Buy
34,823
+660
+2% +$32.6K 0.53% 31
2019
Q1 		$1.71M Buy
34,163
+4,209
+14% +$206K 0.59% 29
2018
Q4 		$1.31M Buy
29,954
+691
+2% +$33.9K 0.5% 28
2018
Q3 		$1.56M Hold
29,263
– – 0.57% 30
2018
Q2 		$1.48M Hold
29,263
– – 0.56% 28
2018
Q1 		$1.37M Buy
+29,263
New +$1.56M 0.53% 28
2016
Q4 		– Sell
-60
Closed -$4K – 371
2016
Q3 		$4K Buy
+60
New +$3.79K ﹤0.01% 251

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Roble Belko & Company's AMLP Position: Q2 2020 in Review

Roble Belko & Company sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 16,946 shares — an estimated $291K sold.

Roble Belko & Company first reported a position in AMLP in Q3 2016 and held it in 10 quarters. The position peaked at $1.84M in Q3 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • Roble Belko & Company reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Roble Belko & Company sold 16,946 Alerian MLP ETF shares in Q2 2020, an estimated $291K.
  • Roble Belko & Company first reported a position in Alerian MLP ETF in Q3 2016 and held it in 10 quarters.
  • Roble Belko & Company's Alerian MLP ETF position peaked at $1.84M in Q3 2019.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Roble Belko & Company's 13F filing for Q2 2020, filed 10 Aug 2020.