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Stearns Financial Services Group’s Alerian MLP ETF AMLP Stock Holding History

Stearns Financial Services Group’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
2017
Q3 		– Sell
-2,645
Closed -$158K – 127
2017
Q2 		$158K Hold
2,645
– – 0.04% 133
2017
Q1 		$168K Hold
2,645
– – 0.04% 130
2016
Q4 		$167K Hold
2,645
– – 0.04% 126
2016
Q3 		$168K Buy
+2,645
New +$167K 0.05% 126

Other funds holding AMLP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Stearns Financial Services Group's AMLP Position: Q3 2017 in Review

Stearns Financial Services Group sold out of Alerian MLP ETF (AMLP) in Q3 2017, closing a stake of 2,645 shares — an estimated $158K sold.

Stearns Financial Services Group first reported a position in AMLP in Q3 2016 and held it in 4 quarters. The position peaked at $168K in Q1 2017. 524 funds tracked by Wall St. Rank hold AMLP as of Q3 2017.

  • Stearns Financial Services Group reported no remaining Alerian MLP ETF position as of Q3 2017 after selling out during the quarter.
  • Stearns Financial Services Group sold 2,645 Alerian MLP ETF shares in Q3 2017, an estimated $158K.
  • Stearns Financial Services Group first reported a position in Alerian MLP ETF in Q3 2016 and held it in 4 quarters.
  • Stearns Financial Services Group's Alerian MLP ETF position peaked at $168K in Q1 2017.
  • 524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2017.

Based on Stearns Financial Services Group's 13F filing for Q3 2017, filed 17 Oct 2017.