Wilbanks Smith & Thomas Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q2	–	Sell	-2,413	Closed	-$41K	–	390
2020 Q1	$41K	Sell	2,413 -1,098	-31%	-$37.2K	﹤0.01%	367
2019 Q4	$149K	Sell	3,511 -2,175	-38%	-$91.3K	0.01%	405
2019 Q3	$260K	Hold	5,686	–	–	0.02%	343
2019 Q2	$280K	Hold	5,686	–	–	0.02%	325
2019 Q1	$285K	Hold	5,686	–	–	0.02%	318
2018 Q4	$248K	Sell	5,686 -4,266	-43%	-$209K	0.02%	297
2018 Q3	$531K	Buy	9,952 +587	+6%	+$31.7K	0.03%	229
2018 Q2	$473K	Buy	9,365 +262	+3%	+$13.3K	0.04%	205
2018 Q1	$426K	Sell	9,103 -370	-4%	-$19.8K	0.03%	209
2017 Q4	$511K	Sell	9,473 -1,439	-13%	-$77K	0.04%	192
2017 Q3	$612K	Buy	10,912 +716	+7%	+$40.9K	0.05%	175
2017 Q2	$610K	Sell	10,196 -63,029	-86%	-$3.84M	0.05%	167
2017 Q1	$4.65M	Buy	+73,225	New	+$4.7M	0.4%	50

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AMLP Position: Q2 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of Alerian MLP ETF (AMLP) in Q2 2020, closing a stake of 2,413 shares — an estimated $41K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AMLP in Q1 2017 and held it in 13 quarters. The position peaked at $4.65M in Q1 2017. 413 funds tracked by Wall St. Rank hold AMLP as of Q2 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining Alerian MLP ETF position as of Q2 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,413 Alerian MLP ETF shares in Q2 2020, an estimated $41K.
Wilbanks Smith & Thomas Asset Management first reported a position in Alerian MLP ETF in Q1 2017 and held it in 13 quarters.
Wilbanks Smith & Thomas Asset Management's Alerian MLP ETF position peaked at $4.65M in Q1 2017.
413 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.