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ARS Investment Partners’s Alerian MLP ETF AMLP Stock Holding History

ARS Investment 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
2022
Q4 		– Sell
-6,038
Closed -$221K – 150
2022
Q3 		$221K Buy
+6,038
New +$230K 0.03% 141
2021
Q1 		– Sell
-10,443
Closed -$268K – 137
2020
Q4 		$268K Hold
10,443
– – 0.03% 101
2020
Q3 		$209K Buy
+10,443
New +$242K 0.03% 96
2020
Q2 		– Sell
-11,405
Closed -$196K – 74
2020
Q1 		$196K Sell
11,405
-6,640
-37% -$225K 0.05% 79
2019
Q4 		$767K Sell
18,045
-45,995
-72% -$1.93M 0.13% 81
2019
Q3 		$2.93M Buy
64,040
+12,053
+23% +$570K 0.53% 43
2019
Q2 		$2.56M Buy
51,987
+4,959
+11% +$245K 0.43% 51
2019
Q1 		$2.36M Buy
47,028
+10,797
+30% +$529K 0.43% 49
2018
Q4 		$1.58M Sell
36,231
-2,810
-7% -$138K 0.33% 61
2018
Q3 		$2.08M Buy
39,041
+28,231
+261% +$1.52M 0.32% 59
2018
Q2 		$546K Buy
10,810
+7,900
+271% +$401K 0.09% 99
2018
Q1 		$136K Buy
2,910
+168
+6% +$8.98K 0.02% 148
2017
Q4 		$148K Sell
2,742
-2,020
-42% -$108K 0.02% 154
2017
Q3 		$267K Sell
4,762
-22,528
-83% -$1.29M 0.03% 142
2017
Q2 		$1.63M Sell
27,290
-602
-2% -$36.7K 0.23% 81
2017
Q1 		$1.77M Buy
27,892
+530
+2% +$34K 0.26% 71
2016
Q4 		$1.72M Buy
27,362
+2,023
+8% +$125K 0.27% 76
2016
Q3 		$1.61M Buy
25,339
+2,087
+9% +$132K 0.35% 63
2016
Q2 		$1.48M Buy
+23,252
New +$1.4M 0.33% 63

Other funds holding AMLP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ARS Investment Partners's AMLP Position: Q4 2022 in Review

ARS Investment Partners sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 6,038 shares — an estimated $221K sold.

ARS Investment Partners first reported a position in AMLP in Q2 2016 and held it in 19 quarters. The position peaked at $2.93M in Q3 2019. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

  • ARS Investment Partners reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
  • ARS Investment Partners sold 6,038 Alerian MLP ETF shares in Q4 2022, an estimated $221K.
  • ARS Investment Partners first reported a position in Alerian MLP ETF in Q2 2016 and held it in 19 quarters.
  • ARS Investment Partners's Alerian MLP ETF position peaked at $2.93M in Q3 2019.
  • 533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on ARS Investment Partners's 13F filing for Q4 2022, filed 25 Jan 2023.