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Shorepoint Capital Partners’s Alerian MLP ETF AMLP Stock Holding History

Shorepoint Capital 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
Q1 		– Sell
-84,432
Closed -$3.59M – 78
2019
Q4 		$3.59M Buy
+84,432
New +$3.54M 2.05% 14

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TF
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Bank of America
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Royal Bank of Canada
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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
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Shorepoint Capital Partners's AMLP Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 84,432 shares — an estimated $3.59M sold.

Shorepoint Capital Partners first reported a position in AMLP in Q4 2019 and held it in 1 quarter. The position peaked at $3.59M in Q4 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Shorepoint Capital Partners reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Shorepoint Capital Partners sold 84,432 Alerian MLP ETF shares in Q1 2020, an estimated $3.59M.
  • Shorepoint Capital Partners first reported a position in Alerian MLP ETF in Q4 2019 and held it in 1 quarter.
  • Shorepoint Capital Partners's Alerian MLP ETF position peaked at $3.59M in Q4 2019.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.