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Winslow Evans & Crocker’s Alerian MLP ETF AMLP Stock Holding History

Winslow Evans & Crocker’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
-60
Closed -$1K – 1083
2020
Q2 		$1K Hold
60
– – ﹤0.01% 1074
2020
Q1 		$2K Hold
60
– – ﹤0.01% 974
2019
Q4 		$4K Hold
60
– – ﹤0.01% 971
2019
Q3 		$4K Hold
60
– – ﹤0.01% 963
2019
Q2 		$4K Hold
60
– – ﹤0.01% 975
2019
Q1 		$4K Hold
60
– – ﹤0.01% 984
2018
Q4 		$4K Sell
60
-85
-59% -$4.17K ﹤0.01% 923
2018
Q3 		$10K Sell
145
-170
-54% -$9.17K ﹤0.01% 784
2018
Q2 		$18K Hold
315
– – 0.01% 680
2018
Q1 		$14.8K Sell
315
-45
-13% -$2.41K ﹤0.01% 709
2017
Q4 		$19.4K Sell
360
-91
-20% -$4.87K 0.01% 666
2017
Q3 		$25.3K Sell
451
-130
-22% -$7.43K 0.01% 604
2017
Q2 		$34.7K Sell
581
-40
-6% -$2.44K 0.01% 638
2017
Q1 		$39.5K Buy
621
+151
+32% +$9.7K 0.01% 586
2016
Q4 		$29.6K Buy
470
+25
+6% +$1.54K 0.01% 653
2016
Q3 		$28.2K Buy
445
+355
+394% +$22.5K 0.01% 659
2016
Q2 		$5.72K Hold
90
– – ﹤0.01% 1005
2016
Q1 		$4.91K Hold
90
– – ﹤0.01% 1029
2015
Q4 		$5.42K Sell
90
-1,330
-94% -$83.2K ﹤0.01% 1049
2015
Q3 		$88.6K Sell
1,420
-200
-12% -$14.5K 0.03% 404
2015
Q2 		$126K Sell
1,620
-31
-2% -$2.58K 0.04% 382
2015
Q1 		$137K Sell
1,651
-4,109
-71% -$347K 0.04% 362
2014
Q4 		$505K Buy
5,760
+250
+5% +$22.7K 0.14% 157
2014
Q3 		$528K Buy
5,510
+60
+1% +$5.67K 0.15% 163
2014
Q2 		$518K Sell
5,450
-75
-1% -$6.83K 0.17% 150
2014
Q1 		$488K Sell
5,525
-40
-0.7% -$3.51K 0.17% 145
2013
Q4 		$495K Buy
+5,565
New +$488K 0.17% 145

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

Winslow Evans & Crocker's AMLP Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 60 shares — an estimated $1K sold.

Winslow Evans & Crocker first reported a position in AMLP in Q4 2013 and held it in 27 quarters. The position peaked at $528K in Q3 2014. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 60 Alerian MLP ETF shares in Q3 2020, an estimated $1K.
  • Winslow Evans & Crocker first reported a position in Alerian MLP ETF in Q4 2013 and held it in 27 quarters.
  • Winslow Evans & Crocker's Alerian MLP ETF position peaked at $528K in Q3 2014.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.