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Westwind Capital’s Alerian MLP ETF AMLP Stock Holding History

Westwind Capital’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
-1,215
Closed -$30K – 39
2020
Q2 		$30K Buy
1,215
+35
+3% +$858 0.01% 32
2020
Q1 		$20K Sell
1,180
-2,626
-69% -$88.9K 0.01% 32
2019
Q4 		$162K Sell
3,806
-378
-9% -$15.9K 0.08% 24
2019
Q3 		$191K Sell
4,184
-86
-2% -$4.07K 0.1% 23
2019
Q2 		$210K Buy
4,270
+21
+0.5% +$1.04K 0.12% 21
2019
Q1 		$213K Buy
4,249
+21
+0.5% +$1.03K 0.13% 24
2018
Q4 		$185K Sell
4,228
-610
-13% -$29.9K 0.13% 24
2018
Q3 		$258K Sell
4,838
-673
-12% -$36.3K 0.16% 22
2018
Q2 		$278K Buy
5,511
+383
+7% +$19.4K 0.21% 20
2018
Q1 		$240K Buy
5,128
+960
+23% +$51.3K 0.19% 18
2017
Q4 		$225K Buy
+4,168
New +$223K 0.21% 20

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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Westwind Capital's AMLP Position: Q3 2020 in Review

Westwind Capital sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 1,215 shares — an estimated $30K sold.

Westwind Capital first reported a position in AMLP in Q4 2017 and held it in 11 quarters. The position peaked at $278K in Q2 2018. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Westwind Capital reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Westwind Capital sold 1,215 Alerian MLP ETF shares in Q3 2020, an estimated $30K.
  • Westwind Capital first reported a position in Alerian MLP ETF in Q4 2017 and held it in 11 quarters.
  • Westwind Capital's Alerian MLP ETF position peaked at $278K in Q2 2018.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Westwind Capital's 13F filing for Q3 2020, filed 2 Oct 2020.