V Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

V Wealth 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 Q3	–	Sell	-8,185	Closed	-$202K	–	176
2020 Q2	$202K	Buy	8,185 +383	+5%	+$9.38K	0.05%	329
2020 Q1	$134K	Sell	7,802 -2,328	-23%	-$78.9K	0.04%	294
2019 Q4	$463K	Hold	10,130	–	–	0.17%	147
2019 Q3	$463K	Buy	10,130 +101	+1%	+$4.78K	0.17%	147
2019 Q2	$498K	Buy	10,029 +159	+2%	+$7.87K	0.19%	133
2019 Q1	$494K	Buy	9,870 +340	+4%	+$16.7K	0.2%	123
2018 Q4	$472K	Buy	9,530 +806	+9%	+$39.5K	0.24%	103
2018 Q3	$466K	Sell	8,724 -3,050	-26%	-$165K	0.22%	118
2018 Q2	$599K	Sell	11,774 -1,892	-14%	-$95.9K	0.33%	81
2018 Q1	$635K	Buy	13,666 +1,018	+8%	+$54.4K	0.34%	81
2017 Q4	$744K	Sell	12,648 -115	-0.9%	-$6.15K	0.37%	69
2017 Q3	$714K	Buy	12,763 +3,841	+43%	+$220K	0.36%	65
2017 Q2	$536K	Sell	8,922 -3,540	-28%	-$216K	0.25%	84
2017 Q1	$792K	Buy	12,462 +4,579	+58%	+$294K	0.49%	61
2016 Q4	$497K	Sell	7,883 -799	-9%	-$49.4K	0.36%	81
2016 Q3	$550K	Hold	8,682	–	–	0.44%	71
2016 Q2	$553K	Buy	8,682 +1,879	+28%	+$113K	0.45%	71
2016 Q1	$363K	Buy	+6,803	New	+$346K	0.29%	89

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

V Wealth Advisors's AMLP Position: Q3 2020 in Review

V Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 8,185 shares — an estimated $202K sold.

V Wealth Advisors first reported a position in AMLP in Q1 2016 and held it in 18 quarters. The position peaked at $792K in Q1 2017. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

V Wealth Advisors reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
V Wealth Advisors sold 8,185 Alerian MLP ETF shares in Q3 2020, an estimated $202K.
V Wealth Advisors first reported a position in Alerian MLP ETF in Q1 2016 and held it in 18 quarters.
V Wealth Advisors's Alerian MLP ETF position peaked at $792K in Q1 2017.
357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.