Weaver Consulting Group’s Alerian MLP ETF AMLP Stock Holding History

Weaver Consulting Group’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	-710	Closed	-$14K	–	170
2020 Q3	$14K	Sell	710 -200	-22%	-$4.63K	0.01%	471
2020 Q2	$23K	Buy	910 +93	+11%	+$2.28K	0.01%	369
2020 Q1	$14K	Hold	817	–	–	0.01%	382
2019 Q4	$37K	Sell	817 -955	-54%	-$40.1K	0.02%	274
2019 Q3	$88K	Hold	1,772	–	–	0.05%	173
2019 Q2	$87K	Buy	1,772 +277	+19%	+$13.7K	0.05%	164
2019 Q1	$73K	Buy	+1,495	New	+$73.3K	0.02%	394

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

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

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Weaver Consulting Group's AMLP Position: Q4 2020 in Review

Weaver Consulting Group sold out of Alerian MLP ETF (AMLP) in Q4 2020, closing a stake of 710 shares — an estimated $14K sold.

Weaver Consulting Group first reported a position in AMLP in Q1 2019 and held it in 7 quarters. The position peaked at $88K in Q3 2019. 429 funds tracked by Wall St. Rank hold AMLP as of Q4 2020.

Weaver Consulting Group reported no remaining Alerian MLP ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 710 Alerian MLP ETF shares in Q4 2020, an estimated $14K.
Weaver Consulting Group first reported a position in Alerian MLP ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's Alerian MLP ETF position peaked at $88K in Q3 2019.
429 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.