Altavista Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Altavista Wealth Management’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
2021 Q4	$605K	Hold	18,464	–	–	0.12%	116
2021 Q3	$615K	Buy	18,464 +5,100	+38%	+$170K	0.14%	109
2021 Q2	$487K	Buy	13,364 +3,700	+38%	+$127K	0.11%	123
2021 Q1	$295K	Buy	9,664 +1,565	+19%	+$45.7K	0.07%	152
2020 Q4	$208K	Buy	+8,099	New	+$195K	0.05%	169

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Altavista Wealth Management's AMLP Position: Q4 2021 in Review

Altavista Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q4 2021 at 18,464 shares worth $605K. The position accounts for 0.12% of the portfolio, ranked #116.

Altavista Wealth Management first reported a position in AMLP in Q4 2020 and has held it in 5 quarters since. The position peaked at $615K in Q3 2021. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

Altavista Wealth Management held 18,464 shares of Alerian MLP ETF worth $605K as of Q4 2021.
Altavista Wealth Management left its Alerian MLP ETF share count unchanged in Q4 2021.
Alerian MLP ETF made up 0.12% of Altavista Wealth Management's portfolio in Q4 2021, its #116 holding.
Altavista Wealth Management first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 5 quarters since.
Altavista Wealth Management's Alerian MLP ETF position peaked at $615K in Q3 2021.
473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.