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SYM Financial Corp’s Alerian MLP ETF AMLP Stock Holding History

SYM Financial Corp’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
-2,460
Closed -$42K – 64
2020
Q1 		$42K Sell
2,460
-418
-15% -$14.2K 0.04% 54
2019
Q4 		$122K Buy
2,878
+10
+0.3% +$420 0.08% 56
2019
Q3 		$131K Buy
2,868
+9
+0.3% +$426 0.09% 43
2019
Q2 		$141K Buy
2,859
+8
+0.3% +$396 0.09% 45
2019
Q1 		$143K Buy
2,851
+7
+0.2% +$343 0.09% 42
2018
Q4 		$124K Buy
2,844
+7
+0.2% +$343 0.05% 49
2018
Q3 		$151K Buy
2,837
+7
+0.2% +$378 0.08% 48
2018
Q2 		$143K Buy
2,830
+8
+0.3% +$406 0.09% 30
2018
Q1 		$132K Buy
2,822
+362
+15% +$19.4K 0.08% 35
2017
Q4 		$133K Buy
+2,460
New +$132K 0.06% 47

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

SYM Financial Corp's AMLP Position: Q2 2020 in Review

SYM Financial Corp sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,460 shares — an estimated $42K sold.

SYM Financial Corp first reported a position in AMLP in Q4 2017 and held it in 10 quarters. The position peaked at $151K in Q3 2018. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

  • SYM Financial Corp reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
  • SYM Financial Corp sold 2,460 Alerian MLP ETF shares in Q2 2020, an estimated $42K.
  • SYM Financial Corp first reported a position in Alerian MLP ETF in Q4 2017 and held it in 10 quarters.
  • SYM Financial Corp's Alerian MLP ETF position peaked at $151K in Q3 2018.
  • 413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on SYM Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.