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Summit X LLC’s Alerian MLP ETF AMLP Stock Holding History

Summit X LLC’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
-2,263
Closed -$98K – 202
2019
Q4 		$98K Hold
2,263
– – 0.04% 220
2019
Q3 		$104K Sell
2,263
-25
-1% -$1.18K 0.04% 219
2019
Q2 		$114K Sell
2,288
-300
-12% -$14.8K 0.05% 225
2019
Q1 		$130K Sell
2,588
-877
-25% -$43K 0.06% 225
2018
Q4 		$150K Buy
3,465
+106
+3% +$5.2K 0.09% 191
2018
Q3 		$177K Sell
3,359
-69
-2% -$3.72K 0.09% 210
2018
Q2 		$173K Sell
3,428
-492
-13% -$24.9K 0.1% 200
2018
Q1 		$183K Sell
3,920
-400
-9% -$21.4K 0.11% 177
2017
Q4 		$232K Sell
4,320
-2,269
-34% -$121K 0.15% 162
2017
Q3 		$370K Sell
6,589
-640
-9% -$36.6K 0.25% 119
2017
Q2 		$434K Buy
+7,229
New +$441K 0.31% 99

Other funds holding AMLP

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Summit X LLC's AMLP Position: Q1 2020 in Review

Summit X LLC sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 2,263 shares — an estimated $98K sold.

Summit X LLC first reported a position in AMLP in Q2 2017 and held it in 11 quarters. The position peaked at $434K in Q2 2017. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

  • Summit X LLC reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Summit X LLC sold 2,263 Alerian MLP ETF shares in Q1 2020, an estimated $98K.
  • Summit X LLC first reported a position in Alerian MLP ETF in Q2 2017 and held it in 11 quarters.
  • Summit X LLC's Alerian MLP ETF position peaked at $434K in Q2 2017.
  • 613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.