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AGF Investments LLC’s Alerian MLP ETF AMLP Stock Holding History

AGF Investments LLC’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
2022
Q3 		$5K Sell
137
-6
-4% -$228 ﹤0.01% 271
2022
Q2 		$5K Buy
+143
New +$5.49K ﹤0.01% 359

Other funds holding AMLP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AGF Investments LLC's AMLP Position: Q3 2022 in Review

AGF Investments LLC reduced its Alerian MLP ETF (AMLP) stake by 4.2% in Q3 2022, selling an estimated $228 and leaving 137 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

AGF Investments LLC first reported a position in AMLP in Q2 2022 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

  • AGF Investments LLC held 137 shares of Alerian MLP ETF worth $5K as of Q3 2022.
  • AGF Investments LLC sold 6 Alerian MLP ETF shares in Q3 2022, an estimated $228.
  • Alerian MLP ETF made up ﹤0.01% of AGF Investments LLC's portfolio in Q3 2022, its #271 holding.
  • AGF Investments LLC first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.