tru Independence’s Alerian MLP ETF AMLP Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-3,000	Closed	-$77K	–	314
2020 Q4	$77K	Buy	+3,000	New	+$72.1K	0.14%	57
2020 Q3	–	Sell	-2,000	Closed	-$48	–	338
2020 Q2	$48	Buy	+2,000	New	+$49K	0.01%	380

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

tru Independence's AMLP Position: Q1 2021 in Review

tru Independence sold out of Alerian MLP ETF (AMLP) in Q1 2021, closing a stake of 3,000 shares — an estimated $77K sold.

tru Independence first reported a position in AMLP in Q2 2020 and held it in 2 quarters. The position peaked at $77K in Q4 2020. 457 funds tracked by Wall St. Rank hold AMLP as of Q1 2021.

tru Independence reported no remaining Alerian MLP ETF position as of Q1 2021 after selling out during the quarter.
tru Independence sold 3,000 Alerian MLP ETF shares in Q1 2021, an estimated $77K.
tru Independence first reported a position in Alerian MLP ETF in Q2 2020 and held it in 2 quarters.
tru Independence's Alerian MLP ETF position peaked at $77K in Q4 2020.
457 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.