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Telemus Capital’s Alerian MLP ETF AMLP Stock Holding History

Telemus Capital’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
-43,525
Closed -$1.01M – 430
2020
Q2 		$1.01M Buy
43,525
+34,607
+388% +$848K 0.08% 181
2020
Q1 		$1.2M Sell
8,918
-37,337
-81% -$1.26M 0.1% 156
2019
Q4 		$1.97M Buy
46,255
+32,285
+231% +$1.36M 0.15% 115
2019
Q3 		$638K Buy
13,970
+1,439
+11% +$68.1K 0.05% 214
2019
Q2 		$588K Sell
12,531
-6,948
-36% -$344K 0.05% 217
2019
Q1 		$977K Sell
19,479
-2,542
-12% -$125K 0.07% 195
2018
Q4 		$961K Buy
22,021
+9,833
+81% +$482K 0.08% 187
2018
Q3 		$651K Sell
12,188
-3,691
-23% -$199K 0.05% 261
2018
Q2 		$802K Buy
15,879
+527
+3% +$26.7K 0.06% 235
2018
Q1 		$719K Buy
15,352
+6,081
+66% +$325K 0.06% 238
2017
Q4 		$500K Buy
+9,271
New +$496K 0.04% 287

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Telemus Capital's AMLP Position: Q3 2020 in Review

Telemus Capital sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 43,525 shares — an estimated $1.01M sold.

Telemus Capital first reported a position in AMLP in Q4 2017 and held it in 11 quarters. The position peaked at $1.97M in Q4 2019. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Telemus Capital reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Telemus Capital sold 43,525 Alerian MLP ETF shares in Q3 2020, an estimated $1.01M.
  • Telemus Capital first reported a position in Alerian MLP ETF in Q4 2017 and held it in 11 quarters.
  • Telemus Capital's Alerian MLP ETF position peaked at $1.97M in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Telemus Capital's 13F filing for Q3 2020, filed 2 Nov 2020.