Twin Focus Capital Partners’s Alerian MLP ETF AMLP Stock Holding History

Twin Focus Capital Partners’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	-3,233	Closed	-$56K	–	144
2020 Q1	$56K	Sell	3,233 -5,549	-63%	-$188K	0.03%	150
2019 Q4	$373K	Sell	8,782 -146,768	-94%	-$6.16M	0.12%	124
2019 Q3	$7.11M	Sell	155,550 -3,527	-2%	-$167K	2.8%	9
2019 Q2	$7.83M	Sell	159,077 -58,780	-27%	-$2.91M	3.3%	8
2019 Q1	$10.9M	Sell	217,857 -40,313	-16%	-$1.98M	5.12%	4
2018 Q4	$11.3M	Buy	258,170 +246,654	+2,142%	+$12.1M	5.04%	4
2018 Q3	$615K	Buy	11,516 +550	+5%	+$29.7K	0.32%	49
2018 Q2	$554K	Buy	10,966 +980	+10%	+$49.7K	0.28%	50
2018 Q1	$468K	Buy	+9,986	New	+$534K	0.23%	57

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Twin Focus Capital Partners's AMLP Position: Q2 2020 in Review

Twin Focus Capital Partners sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 3,233 shares — an estimated $56K sold.

Twin Focus Capital Partners first reported a position in AMLP in Q1 2018 and held it in 9 quarters. The position peaked at $11.3M in Q4 2018. 414 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Twin Focus Capital Partners reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Twin Focus Capital Partners sold 3,233 Alerian MLP ETF shares in Q2 2020, an estimated $56K.
Twin Focus Capital Partners first reported a position in Alerian MLP ETF in Q1 2018 and held it in 9 quarters.
Twin Focus Capital Partners's Alerian MLP ETF position peaked at $11.3M in Q4 2018.
414 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Twin Focus Capital Partners's 13F filing for Q2 2020, filed 12 Aug 2020.