Shepherd Financial Partners’s Alerian MLP ETF AMLP Stock Holding History

Shepherd Financial Partners’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	-2,759	Closed	-$48K	–	124
2020 Q1	$48K	Sell	2,759 -11,800	-81%	-$400K	0.02%	116
2019 Q4	$620K	Hold	14,559	–	–	0.14%	89
2019 Q3	$665K	Buy	14,559 +2,585	+22%	+$122K	0.17%	81
2019 Q2	$590K	Sell	11,974 -60	-0.5%	-$2.97K	0.11%	86
2019 Q1	$603K	Buy	12,034 +10	+0.1%	+$490	0.12%	86
2018 Q4	$525K	Sell	12,024 -44	-0.4%	-$2.16K	0.11%	86
2018 Q3	$609K	Hold	12,068	–	–	0.14%	78
2018 Q2	$607K	Hold	12,068	–	–	0.14%	78
2018 Q1	$565K	Sell	12,068 -472	-4%	-$25.2K	0.14%	73
2017 Q4	$676K	Sell	12,540 -13,318	-52%	-$712K	0.16%	70
2017 Q3	$1.47M	Buy	25,858 +1,759	+7%	+$101K	0.34%	47
2017 Q2	$1.43M	Buy	24,099 +910	+4%	+$55.5K	0.35%	47
2017 Q1	$1.47M	Buy	23,189 +1,892	+9%	+$122K	0.38%	47
2016 Q4	$1.36M	Buy	+21,297	New	+$1.32M	0.38%	49

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Shepherd Financial Partners's AMLP Position: Q2 2020 in Review

Shepherd Financial Partners sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,759 shares — an estimated $48K sold.

Shepherd Financial Partners first reported a position in AMLP in Q4 2016 and held it in 14 quarters. The position peaked at $1.47M in Q1 2017. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Shepherd Financial Partners reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Shepherd Financial Partners sold 2,759 Alerian MLP ETF shares in Q2 2020, an estimated $48K.
Shepherd Financial Partners first reported a position in Alerian MLP ETF in Q4 2016 and held it in 14 quarters.
Shepherd Financial Partners's Alerian MLP ETF position peaked at $1.47M in Q1 2017.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Shepherd Financial Partners's 13F filing for Q2 2020, filed 5 Aug 2020.