SkyOak Wealth’s Alerian MLP ETF AMLP Stock Holding History

SkyOak Wealth’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	-4,041	Closed	-$70K	–	241
2020 Q1	$70K	Hold	4,041	–	–	0.04%	204
2019 Q4	$172K	Buy	+4,041	New	+$170K	0.05%	299

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

SkyOak Wealth's AMLP Position: Q2 2020 in Review

SkyOak Wealth sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 4,041 shares — an estimated $70K sold.

SkyOak Wealth first reported a position in AMLP in Q4 2019 and held it in 2 quarters. The position peaked at $172K in Q4 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

SkyOak Wealth reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
SkyOak Wealth sold 4,041 Alerian MLP ETF shares in Q2 2020, an estimated $70K.
SkyOak Wealth first reported a position in Alerian MLP ETF in Q4 2019 and held it in 2 quarters.
SkyOak Wealth's Alerian MLP ETF position peaked at $172K in Q4 2019.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.