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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 $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
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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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.