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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return