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Simon Quick Advisors’s Alerian MLP ETF AMLP Stock Holding History

Simon Quick 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
Q3 		– Sell
-12,986
Closed -$320K – 447
2020
Q2 		$320K Sell
12,986
-9,644
-43% -$236K 0.12% 57
2020
Q1 		$389K Sell
22,630
-405,141
-95% -$13.7M 0.14% 47
2019
Q4 		$18.2M Buy
427,771
+96,595
+29% +$4.05M 6.59% 3
2019
Q3 		$15.1M Sell
331,176
-16,873
-5% -$798K 6.69% 4
2019
Q2 		$17.1M Sell
348,049
-61,775
-15% -$3.06M 8.68% 3
2019
Q1 		$20.6M Sell
409,824
-116,497
-22% -$5.71M 8.57% 3
2018
Q4 		$23M Buy
526,321
+348,301
+196% +$17.1M 8.35% 2
2018
Q3 		$9.51M Sell
178,020
-40
-0% -$2.16K 3.84% 11
2018
Q2 		$8.99M Buy
178,060
+35,104
+25% +$1.78M 3.82% 10
2018
Q1 		$6.7M Buy
142,956
+41,586
+41% +$2.22M 2.81% 12
2017
Q4 		$5.78M Buy
101,370
+78,296
+339% +$4.19M 2.58% 13
2017
Q3 		$1.29M Buy
+23,074
New +$1.32M 0.47% 36

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Simon Quick Advisors's AMLP Position: Q3 2020 in Review

Simon Quick Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 12,986 shares — an estimated $320K sold.

Simon Quick Advisors first reported a position in AMLP in Q3 2017 and held it in 12 quarters. The position peaked at $23M in Q4 2018. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Simon Quick Advisors reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 12,986 Alerian MLP ETF shares in Q3 2020, an estimated $320K.
  • Simon Quick Advisors first reported a position in Alerian MLP ETF in Q3 2017 and held it in 12 quarters.
  • Simon Quick Advisors's Alerian MLP ETF position peaked at $23M in Q4 2018.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Simon Quick Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.