ALPS ADVISORS INC
Institutional investor · Portfolio as of Q4 2020
Top Holdings833 positions
ENTERPRISE PRODUCTS PARTNERS | 24.5M | $479.5M | 5.4% | $16.17 | -20.01% | 8 qtrssince 2019-Q1 | Increased 70 |
MPLX LP | 20.1M | $435.4M | 4.9% | $15.47 | -16.40% | 8 qtrssince 2019-Q1 | Increased 61 |
PLAINS ALL AMERN PIPELINE L | 51.9M | $427.6M | 4.8% | $11.30 | -53.16% | 8 qtrssince 2019-Q1 | Increased 61 |
MAGELLAN MIDSTREAM PRTNRS LP | 10.1M | $427.1M | 4.8% | — | — | 8 qtrssince 2019-Q1 | Increased 64 |
Energy Transfer Equity LP | 68.2M | $421.4M | 4.7% | $7.01 | -43.77% | 8 qtrssince 2019-Q1 | Increased 69 |
BERKSHIRE HATHAWAY INC CL A | 1,101 | $382.9M | 4.3% | $301,215.00 | +14.57% | 8 qtrssince 2019-Q1 | Decreased 0 |
WESTERN MIDSTREAM PARTNERS L | 25.4M | $350.7M | 3.9% | $13.84 | -37.85% | 8 qtrssince 2019-Q1 | Increased 60 |
PHILLIPS 66 PARTNERS LP | 9.1M | $240.3M | 2.7% | — | — | 8 qtrssince 2019-Q1 | Increased 55 |
DCP MIDSTREAM LP | 11.4M | $210.5M | 2.4% | — | — | 8 qtrssince 2019-Q1 | Increased 55 |
CHENIERE ENERGY PARTNERS LP | 5.1M | $180.9M | 2.0% | $25.55 | -6.19% | 8 qtrssince 2019-Q1 | Increased 55 |
NUSTAR ENERGY LP | 12.4M | $179.4M | 2.0% | — | — | 8 qtrssince 2019-Q1 | Increased 55 |
TC PIPELINES LP | 6.1M | $178.8M | 2.0% | — | — | 8 qtrssince 2019-Q1 | Decreased 0 |
SHELL MIDSTREAM PARTNERS L P | 15.6M | $157.4M | 1.8% | — | — | 8 qtrssince 2019-Q1 | Increased 50 |
JPMorgan Chase & Co | 1M | $131M | 1.5% | $82.86 | +32.80% | 8 qtrssince 2019-Q1 | Increased 48 |
EnLink Midstream LLC | 33.1M | $122.9M | 1.4% | — | — | 8 qtrssince 2019-Q1 | Increased 50 |
CRESTWOOD EQUITY PARTNERS LP | 6.4M | $121.8M | 1.4% | — | — | 8 qtrssince 2019-Q1 | Increased 50 |
Berkshire Hathaway Inc | 492,592 | $114.2M | 1.3% | $201.39 | +15.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Total Bond Market ETF | 1.1M | $99.5M | 1.1% | $66.29 | +11.62% | 8 qtrssince 2019-Q1 | Increased 51 |
Yum! Brands Inc | 858,000 | $93.1M | 1.0% | $86.87 | +12.21% | 8 qtrssince 2019-Q1 | Unchanged 0 |
GENESIS ENERGY L P | 13.7M | $85.4M | 1.0% | $12.84 | -64.66% | 8 qtrssince 2019-Q1 | Increased 44 |
ALPS ADVISORS INC manages $8.9B across 833 positions as of Q4 2020. Top holdings: EPD (5.4%), MPLX (4.9%), PAA (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 101 new positions, 76 exits, 278 increased. Top move: EPD (INCREASED, conviction 70). Portfolio: $8.9B across 833 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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