Arlington Partners’s Alerian MLP ETF AMLP Stock Holding History

Arlington 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 Q1	–	Sell	-5,350	Closed	-$204K	–	562
2022 Q4	$204K	Hold	5,350	–	–	0.03%	91
2022 Q3	$196K	Hold	5,350	–	–	0.08%	89
2022 Q2	$184K	Hold	5,350	–	–	0.06%	106
2022 Q1	$205K	Hold	5,350	–	–	0.06%	109
2021 Q4	$175K	Hold	5,350	–	–	0.05%	132
2021 Q3	$178K	Hold	5,350	–	–	0.05%	116
2021 Q2	$195K	Hold	5,350	–	–	0.07%	86
2021 Q1	$163K	Hold	5,350	–	–	0.06%	104
2020 Q4	$137K	Hold	5,350	–	–	0.06%	71
2020 Q3	$107K	Hold	5,350	–	–	0.06%	77
2020 Q2	$132K	Hold	5,350	–	–	0.07%	75
2020 Q1	$92K	Buy	+5,350	New	+$181K	0.05%	98

Other funds holding AMLP

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Arlington Partners's AMLP Position: Q1 2023 in Review

Arlington Partners sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 5,350 shares — an estimated $204K sold.

Arlington Partners first reported a position in AMLP in Q1 2020 and held it in 12 quarters. The position peaked at $205K in Q1 2022. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

Arlington Partners reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
Arlington Partners sold 5,350 Alerian MLP ETF shares in Q1 2023, an estimated $204K.
Arlington Partners first reported a position in Alerian MLP ETF in Q1 2020 and held it in 12 quarters.
Arlington Partners's Alerian MLP ETF position peaked at $205K in Q1 2022.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Arlington Partners's 13F filing for Q1 2023, filed 26 Apr 2023.