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

Verdence 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
2018 Q3	–	Sell	-2,590	Closed	-$131K	–	268
2018 Q2	$131K	Buy	+2,590	New	+$131K	0.03%	277
2018 Q1	–	Sell	-3,867	Closed	-$209K	–	302
2017 Q4	$209K	Buy	+3,867	New	+$207K	0.05%	263

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Verdence Capital Advisors's AMLP Position: Q3 2018 in Review

Verdence Capital Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2018, closing a stake of 2,590 shares — an estimated $131K sold.

Verdence Capital Advisors first reported a position in AMLP in Q4 2017 and held it in 2 quarters. The position peaked at $209K in Q4 2017. 592 funds tracked by Wall St. Rank hold AMLP as of Q3 2018.

Verdence Capital Advisors reported no remaining Alerian MLP ETF position as of Q3 2018 after selling out during the quarter.
Verdence Capital Advisors sold 2,590 Alerian MLP ETF shares in Q3 2018, an estimated $131K.
Verdence Capital Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 2 quarters.
Verdence Capital Advisors's Alerian MLP ETF position peaked at $209K in Q4 2017.
592 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2018.

Based on Verdence Capital Advisors's 13F filing for Q3 2018, filed 25 Feb 2020.