WMS Partners’s Alerian MLP ETF AMLP Stock Holding History

WMS Partners’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 Q1	–	Sell	-19,224	Closed	-$817K	–	193
2019 Q4	$817K	Hold	19,224	–	–	0.18%	71
2019 Q3	$879K	Sell	19,224 -1,560	-8%	-$73.8K	0.21%	67
2019 Q2	$1.02M	Buy	20,784 +2,184	+12%	+$108K	0.25%	60
2019 Q1	$933K	Sell	18,600 -604	-3%	-$29.6K	0.23%	61
2018 Q4	$838K	Buy	19,204 +784	+4%	+$38.5K	0.23%	63
2018 Q3	$984K	Hold	18,420	–	–	0.11%	81
2018 Q2	$930K	Buy	+18,420	New	+$934K	0.11%	81

Other funds holding AMLP

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

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

WMS Partners's AMLP Position: Q1 2020 in Review

WMS Partners sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 19,224 shares — an estimated $817K sold.

WMS Partners first reported a position in AMLP in Q2 2018 and held it in 7 quarters. The position peaked at $1.02M in Q2 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

WMS Partners reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
WMS Partners sold 19,224 Alerian MLP ETF shares in Q1 2020, an estimated $817K.
WMS Partners first reported a position in Alerian MLP ETF in Q2 2018 and held it in 7 quarters.
WMS Partners's Alerian MLP ETF position peaked at $1.02M in Q2 2019.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on WMS Partners's 13F filing for Q1 2020, filed 13 May 2020.