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Wealthspire Advisors (Maryland)’s Alerian MLP ETF AMLP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q4 		– Sell
-4,190
Closed -$191K – 499
2019
Q3 		$191K Sell
4,190
-4,143
-50% -$196K 0.01% 445
2019
Q2 		$410K Hold
8,333
– – 0.03% 289
2019
Q1 		$418K Sell
8,333
-1,920
-19% -$94.1K 0.03% 285
2018
Q4 		$448K Sell
10,253
-2,846
-22% -$140K 0.04% 238
2018
Q3 		$699K Buy
13,099
+1,583
+14% +$85.4K 0.06% 186
2018
Q2 		$582K Sell
11,516
-963
-8% -$48.8K 0.05% 208
2018
Q1 		$585K Sell
12,479
-970
-7% -$51.9K 0.06% 214
2017
Q4 		$726K Sell
13,449
-19
-0.1% -$1.02K 0.07% 179
2017
Q3 		$756K Buy
13,468
+9,867
+274% +$564K 0.08% 161
2017
Q2 		$215K Buy
3,601
+3,399
+1,683% +$207K 0.03% 429
2017
Q1 		$13K Buy
202
+2
+1% +$128 ﹤0.01% 1225
2016
Q4 		$13K Hold
200
– – ﹤0.01% 1131
2016
Q3 		$13K Buy
+200
New +$12.6K ﹤0.01% 1175
2016
Q1 		– Sell
-392
Closed -$24K – 1738
2015
Q4 		$24K Buy
+392
New +$24.5K ﹤0.01% 911

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMLP Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of Alerian MLP ETF (AMLP) in Q4 2019, closing a stake of 4,190 shares — an estimated $191K sold.

Wealthspire Advisors (Maryland) first reported a position in AMLP in Q4 2015 and held it in 14 quarters. The position peaked at $756K in Q3 2017. 679 funds tracked by Wall St. Rank hold AMLP as of Q4 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Alerian MLP ETF position as of Q4 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,190 Alerian MLP ETF shares in Q4 2019, an estimated $191K.
  • Wealthspire Advisors (Maryland) first reported a position in Alerian MLP ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Alerian MLP ETF position peaked at $756K in Q3 2017.
  • 679 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.