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Woodmont Investment Counsel’s Alerian MLP ETF AMLP Stock Holding History

Woodmont Investment Counsel’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
-10,511
Closed -$259K – 176
2020
Q2 		$259K Sell
10,511
-6,374
-38% -$156K 0.06% 154
2020
Q1 		$290K Sell
16,885
-17,553
-51% -$595K 0.08% 143
2019
Q4 		$1.46M Sell
34,438
-1,364
-4% -$57.3K 0.33% 74
2019
Q3 		$1.64M Buy
35,802
+6,039
+20% +$286K 0.4% 67
2019
Q2 		$1.47M Buy
29,763
+4,927
+20% +$244K 0.36% 71
2019
Q1 		$1.25M Sell
24,836
-1,191
-5% -$58.4K 0.32% 77
2018
Q4 		$1.14M Buy
26,027
+8,795
+51% +$431K 0.32% 76
2018
Q3 		$920K Sell
17,232
-972
-5% -$52.4K 0.25% 91
2018
Q2 		$919K Sell
18,204
-893
-5% -$45.3K 0.25% 93
2018
Q1 		$895K Sell
19,097
-4,402
-19% -$235K 0.25% 92
2017
Q4 		$1.27M Sell
23,499
-9,580
-29% -$512K 0.33% 80
2017
Q3 		$1.86M Sell
33,079
-2,808
-8% -$161K 0.51% 60
2017
Q2 		$2.15M Sell
35,887
-3,491
-9% -$213K 0.61% 52
2017
Q1 		$2.48M Hold
39,378
– – 0.72% 47
2016
Q4 		$2.48M Sell
39,378
-61
-0.2% -$3.77K 0.71% 45
2016
Q3 		$2.5M Sell
39,439
-2,140
-5% -$135K 0.72% 43
2016
Q2 		$2.64M Sell
41,579
-4,510
-10% -$272K 0.79% 38
2016
Q1 		$2.52M Sell
46,089
-14,790
-24% -$752K 0.76% 38
2015
Q4 		$3.67M Sell
60,879
-14,901
-20% -$932K 1.08% 23
2015
Q3 		$4.73M Buy
75,780
+73,235
+2,878% +$5.33M 1.44% 15
2015
Q2 		$198K Hold
2,545
– – 0.06% 175
2015
Q1 		$211K Buy
+2,545
New +$215K 0.07% 161

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 $8.93B AUM 25.13% 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

Woodmont Investment Counsel's AMLP Position: Q3 2020 in Review

Woodmont Investment Counsel sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 10,511 shares — an estimated $259K sold.

Woodmont Investment Counsel first reported a position in AMLP in Q1 2015 and held it in 22 quarters. The position peaked at $4.73M in Q3 2015. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • Woodmont Investment Counsel reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Woodmont Investment Counsel sold 10,511 Alerian MLP ETF shares in Q3 2020, an estimated $259K.
  • Woodmont Investment Counsel first reported a position in Alerian MLP ETF in Q1 2015 and held it in 22 quarters.
  • Woodmont Investment Counsel's Alerian MLP ETF position peaked at $4.73M in Q3 2015.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on Woodmont Investment Counsel's 13F filing for Q3 2020, filed 16 Nov 2020.