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Sheaff Brock Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Sheaff Brock Investment Advisors’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
-2,207
Closed -$94K – 416
2019
Q4 		$94K Sell
2,207
-1,596
-42% -$67K 0.01% 451
2019
Q3 		$174K Hold
3,803
– – 0.02% 414
2019
Q2 		$187K Hold
3,803
– – 0.02% 428
2019
Q1 		$191K Hold
3,803
– – 0.02% 441
2018
Q4 		$166K Buy
3,803
+644
+20% +$31.6K 0.03% 411
2018
Q3 		$169K Sell
3,159
-2,200
-41% -$119K 0.02% 470
2018
Q2 		$271K Buy
5,359
+426
+9% +$21.6K 0.03% 386
2018
Q1 		$231K Sell
4,933
-1,635
-25% -$87.4K 0.02% 428
2017
Q4 		$354K Buy
6,568
+1,610
+32% +$86.1K 0.05% 320
2017
Q3 		$278K Buy
4,958
+2,660
+116% +$152K 0.04% 380
2017
Q2 		$137K Hold
2,298
– – 0.02% 553
2017
Q1 		$146K Hold
2,298
– – 0.02% 540
2016
Q4 		$145K Buy
2,298
+140
+6% +$8.65K 0.02% 544
2016
Q3 		$137K Sell
2,158
-1,622
-43% -$103K 0.02% 503
2016
Q2 		$240K Sell
3,780
-1,598
-30% -$96.3K 0.03% 435
2016
Q1 		$294K Buy
5,378
+16
+0.3% +$813 0.04% 402
2015
Q4 		$323K Buy
+5,362
New +$336K 0.04% 391

Other funds holding AMLP

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's AMLP Position: Q1 2020 in Review

Sheaff Brock Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 2,207 shares — an estimated $94K sold.

Sheaff Brock Investment Advisors first reported a position in AMLP in Q4 2015 and held it in 17 quarters. The position peaked at $354K in Q4 2017. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Sheaff Brock Investment Advisors reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,207 Alerian MLP ETF shares in Q1 2020, an estimated $94K.
  • Sheaff Brock Investment Advisors first reported a position in Alerian MLP ETF in Q4 2015 and held it in 17 quarters.
  • Sheaff Brock Investment Advisors's Alerian MLP ETF position peaked at $354K in Q4 2017.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.