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
2019 Q1	–	Sell	-4,000	Closed	-$1K	–	272
2018 Q4	$1K	Sell	4,000 -80	-2%	-$3.92K	﹤0.01%	333
2018 Q3	$14K	Buy	+4,080	New	+$220K	﹤0.01%	308

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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.