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Wambolt & Associates’s Alerian MLP ETF AMLP Stock Holding History

Wambolt & Associates’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
Q4 		– Sell
-31,395
Closed -$627K – 205
2020
Q3 		$627K Sell
31,395
-5,668
-15% -$131K 0.47% 75
2020
Q2 		$915K Sell
37,063
-1,414
-4% -$34.6K 0.72% 40
2020
Q1 		$662K Sell
38,477
-3,266
-8% -$111K 0.68% 47
2019
Q4 		$1.77M Sell
41,743
-1,420
-3% -$59.6K 1.35% 17
2019
Q3 		$1.97M Sell
43,163
-1,630
-4% -$77.1K 1.63% 11
2019
Q2 		$2.21M Sell
44,793
-207
-0.5% -$10.2K 1.87% 8
2019
Q1 		$2.26M Buy
45,000
+223
+0.5% +$10.9K 2.06% 7
2018
Q4 		$1.96M Buy
+44,777
New +$2.2M 2.16% 9

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wambolt & Associates's AMLP Position: Q4 2020 in Review

Wambolt & Associates sold out of Alerian MLP ETF (AMLP) in Q4 2020, closing a stake of 31,395 shares — an estimated $627K sold.

Wambolt & Associates first reported a position in AMLP in Q4 2018 and held it in 8 quarters. The position peaked at $2.26M in Q1 2019. 429 funds tracked by Wall St. Rank hold AMLP as of Q4 2020.

  • Wambolt & Associates reported no remaining Alerian MLP ETF position as of Q4 2020 after selling out during the quarter.
  • Wambolt & Associates sold 31,395 Alerian MLP ETF shares in Q4 2020, an estimated $627K.
  • Wambolt & Associates first reported a position in Alerian MLP ETF in Q4 2018 and held it in 8 quarters.
  • Wambolt & Associates's Alerian MLP ETF position peaked at $2.26M in Q1 2019.
  • 429 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2020.

Based on Wambolt & Associates's 13F filing for Q4 2020, filed 19 Jan 2021.