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Safeguard Investment Advisory Group’s Alerian MLP ETF AMLP Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-65
Closed -$1K – 103
2020
Q4 		$1K Buy
+65
New +$1.56K ﹤0.01% 652

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Safeguard Investment Advisory Group's AMLP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Alerian MLP ETF (AMLP) in Q1 2021, closing a stake of 65 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in AMLP in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 457 funds tracked by Wall St. Rank hold AMLP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Alerian MLP ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 65 Alerian MLP ETF shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Alerian MLP ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Alerian MLP ETF position peaked at $1K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.