ALPS ADVISORS INC
Institutional investor · Portfolio as of Q3 2020
Top Holdings808 positions
BERKSHIRE HATHAWAY INC CL A | 1,114 | $356.5M | 5.2% | $301,215.00 | +4.87% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ENTERPRISE PRODUCTS PARTNERS | 21M | $332M | 4.9% | $16.70 | -39.21% | 7 qtrssince 2019-Q1 | Decreased 0 |
MAGELLAN MIDSTREAM PRTNRS LP | 9M | $306.3M | 4.5% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
Energy Transfer Equity LP | 55.6M | $301.4M | 4.4% | $7.70 | -56.41% | 7 qtrssince 2019-Q1 | Increased 60 |
MPLX LP | 19M | $299M | 4.4% | $15.62 | -42.03% | 7 qtrssince 2019-Q1 | Decreased 0 |
PLAINS ALL AMERN PIPELINE L | 49.1M | $293.3M | 4.3% | $11.65 | -68.00% | 7 qtrssince 2019-Q1 | Increased 64 |
PHILLIPS 66 PARTNERS LP | 8.7M | $199.9M | 2.9% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
WESTERN MIDSTREAM PARTNERS L | 24.2M | $193.5M | 2.8% | $14.10 | -65.99% | 7 qtrssince 2019-Q1 | Decreased 0 |
TC PIPELINES LP | 6.5M | $165.9M | 2.4% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
CHENIERE ENERGY PARTNERS LP | 4.9M | $162.3M | 2.4% | $25.63 | -13.34% | 7 qtrssince 2019-Q1 | Decreased 0 |
SHELL MIDSTREAM PARTNERS L P | 14.9M | $140.9M | 2.1% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
NUSTAR ENERGY LP | 11.9M | $126M | 1.9% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
DCP MIDSTREAM LP | 10.8M | $121M | 1.8% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 500,202 | $106.5M | 1.6% | $201.39 | +5.73% | 7 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 1M | $99M | 1.5% | $82.77 | -0.21% | 7 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Total Bond Market ETF | 1M | $92.2M | 1.4% | $65.69 | +11.74% | 7 qtrssince 2019-Q1 | Increased 48 |
Yum! Brands Inc | 858,000 | $78.3M | 1.2% | $86.87 | -6.05% | 7 qtrssince 2019-Q1 | Unchanged 0 |
CRESTWOOD EQUITY PARTNERS LP | 6.1M | $75.7M | 1.1% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
Cisco Systems Inc/Delaware | 1.9M | $74.9M | 1.1% | $43.27 | -23.29% | 7 qtrssince 2019-Q1 | Decreased 0 |
EnLink Midstream LLC | 31.5M | $74M | 1.1% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPS ADVISORS INC manages $6.8B across 808 positions as of Q3 2020. Top holdings: BRK/A (5.2%), EPD (4.9%), MMP (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 199 new positions, 165 exits, 240 increased. Top move: PAA (INCREASED, conviction 64). Portfolio: $6.8B across 808 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR