Sunflower Bank Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Sunflower Bank Wealth Management’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	-9,131	Closed	-$225K	–	118
2020 Q2	$225K	Sell	9,131 -1,368	-13%	-$33.5K	0.08%	115
2020 Q1	$181K	Sell	10,499 -3,473	-25%	-$118K	0.07%	114
2019 Q4	$594K	Buy	13,972 +6,575	+89%	+$276K	0.18%	77
2019 Q3	$338K	Buy	7,397 +282	+4%	+$13.3K	0.11%	109
2019 Q2	$350K	Buy	7,115 +9	+0.1%	+$445	0.11%	107
2019 Q1	$356K	Sell	7,106 -737	-9%	-$36.1K	0.11%	105
2018 Q4	$342K	Sell	7,843 -3,148	-29%	-$154K	0.11%	104
2018 Q3	$587K	Hold	10,991	–	–	0.17%	86
2018 Q2	$555K	Buy	10,991 +594	+6%	+$30.1K	0.16%	88
2018 Q1	$487K	Buy	+10,397	New	+$556K	0.13%	94

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sunflower Bank Wealth Management's AMLP Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 9,131 shares — an estimated $225K sold.

Sunflower Bank Wealth Management first reported a position in AMLP in Q1 2018 and held it in 10 quarters. The position peaked at $594K in Q4 2019. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

Sunflower Bank Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 9,131 Alerian MLP ETF shares in Q3 2020, an estimated $225K.
Sunflower Bank Wealth Management first reported a position in Alerian MLP ETF in Q1 2018 and held it in 10 quarters.
Sunflower Bank Wealth Management's Alerian MLP ETF position peaked at $594K in Q4 2019.
357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.