Swaine & Leidel Wealth Services’s Alerian MLP ETF AMLP Stock Holding History

Swaine & Leidel Wealth Services’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	-2,180	Closed	-$37K	–	52
2020 Q1	$37K	Hold	2,180	–	–	0.04%	52
2019 Q4	$93K	Hold	2,180	–	–	0.08%	60
2019 Q3	$100K	Sell	2,180 -165	-7%	-$7.8K	0.09%	64
2019 Q2	$115K	Sell	2,345 -60	-2%	-$2.97K	0.12%	61
2019 Q1	$121K	Hold	2,405	–	–	0.15%	49
2018 Q4	$119K	Buy	+2,405	New	+$118K	0.19%	44

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

Swaine & Leidel Wealth Services's AMLP Position: Q2 2020 in Review

Swaine & Leidel Wealth Services sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,180 shares — an estimated $37K sold.

Swaine & Leidel Wealth Services first reported a position in AMLP in Q4 2018 and held it in 6 quarters. The position peaked at $121K in Q1 2019. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Swaine & Leidel Wealth Services reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 2,180 Alerian MLP ETF shares in Q2 2020, an estimated $37K.
Swaine & Leidel Wealth Services first reported a position in Alerian MLP ETF in Q4 2018 and held it in 6 quarters.
Swaine & Leidel Wealth Services's Alerian MLP ETF position peaked at $121K in Q1 2019.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2020, filed 5 Aug 2020.