Arcus Capital Partners’s Alerian MLP ETF AMLP Stock Holding History

Arcus Capital Partners’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
2023 Q4	–	Sell	-101,908	Closed	-$4.3M	–	110
2023 Q3	$4.3M	Buy	101,908 +2,058	+2%	+$84.5K	1.32%	15
2023 Q2	$3.92M	Hold	99,850	–	–	1.17%	15
2023 Q1	$3.86M	Buy	+99,850	New	+$3.91M	1.32%	11
2020 Q2	–	Sell	-2,000	Closed	-$34K	–	87
2020 Q1	$34K	Buy	+2,000	New	+$67.7K	0.01%	85

Other funds holding AMLP

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arcus Capital Partners's AMLP Position: Q4 2023 in Review

Arcus Capital Partners sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 101,908 shares — an estimated $4.3M sold.

Arcus Capital Partners first reported a position in AMLP in Q1 2020 and held it in 4 quarters. The position peaked at $4.3M in Q3 2023. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

Arcus Capital Partners reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
Arcus Capital Partners sold 101,908 Alerian MLP ETF shares in Q4 2023, an estimated $4.3M.
Arcus Capital Partners first reported a position in Alerian MLP ETF in Q1 2020 and held it in 4 quarters.
Arcus Capital Partners's Alerian MLP ETF position peaked at $4.3M in Q3 2023.
609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Arcus Capital Partners's 13F filing for Q4 2023, filed 23 Jan 2024.