Tortoise Capital Advisors’s Alerian MLP ETF AMLP Stock Holding History

Tortoise Capital Advisors’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	-23,496	Closed	-$404K	–	94
2020 Q1	$404K	Buy	23,496 +20,496	+683%	+$694K	0.01%	90
2019 Q4	$128K	Buy	+3,000	New	+$126K	﹤0.01%	101
2017 Q1	–	Sell	-4,613	Closed	-$291K	–	162
2016 Q4	$291K	Buy	+4,613	New	+$285K	﹤0.01%	92
2016 Q1	–	Sell	-240,967	Closed	-$11.7M	–	163
2015 Q4	$11.7M	Buy	+240,967	New	+$15.1M	0.1%	56

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

Tortoise Capital Advisors's AMLP Position: Q2 2020 in Review

Tortoise Capital Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 23,496 shares — an estimated $404K sold.

Tortoise Capital Advisors first reported a position in AMLP in Q4 2015 and held it in 4 quarters. The position peaked at $11.7M in Q4 2015. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Tortoise Capital Advisors reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Tortoise Capital Advisors sold 23,496 Alerian MLP ETF shares in Q2 2020, an estimated $404K.
Tortoise Capital Advisors first reported a position in Alerian MLP ETF in Q4 2015 and held it in 4 quarters.
Tortoise Capital Advisors's Alerian MLP ETF position peaked at $11.7M in Q4 2015.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Tortoise Capital Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.