West Family Investments’s Alerian MLP ETF AMLP Stock Holding History

West Family Investments’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	-750	Closed	-$2K	–	93
2020 Q2	$2K	Buy	+750	New	+$18.4K	﹤0.01%	88
2020 Q1	–	Sell	-150	Closed	-$2K	–	91
2019 Q4	$2K	Hold	150	–	–	﹤0.01%	88
2019 Q3	$2K	Hold	150	–	–	﹤0.01%	79
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	82
2019 Q1	$11K	Sell	150 -100	-40%	-$4.9K	﹤0.01%	86
2018 Q4	$13K	Buy	250 +150	+150%	+$7.36K	﹤0.01%	91
2018 Q3	$10K	Hold	100	–	–	﹤0.01%	89
2018 Q2	$13K	Hold	100	–	–	﹤0.01%	85
2018 Q1	$13K	Hold	100	–	–	﹤0.01%	84
2017 Q4	$36K	Buy	+100	New	+$5.35K	0.01%	86

Other funds holding AMLP

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

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

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

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

West Family Investments's AMLP Position: Q2 2021 in Review

West Family Investments sold out of Alerian MLP ETF (AMLP) in Q2 2021, closing a stake of 117,000 shares — an estimated $3.57M sold.

West Family Investments first reported a position in AMLP in Q4 2017 and held it in 14 quarters. The position peaked at $6.62M in Q3 2019. 477 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

West Family Investments reported no remaining Alerian MLP ETF position as of Q2 2021 after selling out during the quarter.
West Family Investments sold 117,000 Alerian MLP ETF shares in Q2 2021, an estimated $3.57M.
West Family Investments first reported a position in Alerian MLP ETF in Q4 2017 and held it in 14 quarters.
West Family Investments's Alerian MLP ETF position peaked at $6.62M in Q3 2019.
477 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.