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XR Securities’s Alerian MLP ETF AMLP Stock Holding History

XR Securities’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
-9,378
Closed -$231K – 284
2020
Q2 		$231K Sell
9,378
-1,777,895
-99% -$43.6M 0.03% 126
2020
Q1 		$30.7M Buy
1,787,273
+1,716,642
+2,430% +$58.1M 2.26% 5
2019
Q4 		$3M Buy
+70,631
New +$2.96M 0.39% 13
2019
Q2 		– Sell
-3,519
Closed -$176K – 260
2019
Q1 		$176K Sell
3,519
-36,513
-91% -$1.79M 0.02% 159
2018
Q4 		$1.75M Buy
+40,032
New +$1.96M 0.76% 18

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

XR Securities's AMLP Position: Q3 2020 in Review

XR Securities sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 9,378 shares — an estimated $231K sold.

XR Securities first reported a position in AMLP in Q4 2018 and held it in 5 quarters. The position peaked at $30.7M in Q1 2020. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

  • XR Securities reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
  • XR Securities sold 9,378 Alerian MLP ETF shares in Q3 2020, an estimated $231K.
  • XR Securities first reported a position in Alerian MLP ETF in Q4 2018 and held it in 5 quarters.
  • XR Securities's Alerian MLP ETF position peaked at $30.7M in Q1 2020.
  • 357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on XR Securities's 13F filing for Q3 2020, filed 28 Oct 2020.