Atwood & Palmer’s Alerian MLP ETF AMLP Stock Holding History

Atwood & Palmer’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	–	Sell	-5,940	Closed	-$198K	–	453
2021 Q3	$198K	Hold	5,940	–	–	0.02%	146
2021 Q2	$216K	Hold	5,940	–	–	0.02%	141
2021 Q1	$181K	Hold	5,940	–	–	0.02%	147
2020 Q4	$152K	Hold	5,940	–	–	0.02%	148
2020 Q3	$119K	Hold	5,940	–	–	0.02%	151
2020 Q2	$147K	Hold	5,940	–	–	0.02%	141
2020 Q1	$102K	Hold	5,940	–	–	0.02%	152
2019 Q4	$252K	Hold	5,940	–	–	0.03%	114
2019 Q3	$271K	Hold	5,940	–	–	0.04%	111
2019 Q2	$293K	Hold	5,940	–	–	0.04%	104
2019 Q1	$298K	Hold	5,940	–	–	0.04%	99
2018 Q4	$259K	Hold	5,940	–	–	0.04%	102
2018 Q3	$317K	Hold	5,940	–	–	0.04%	102
2018 Q2	$300K	Hold	5,940	–	–	0.04%	105
2018 Q1	$278K	Sell	5,940 -154,804	-96%	-$8.28M	0.04%	108
2017 Q4	$8.67M	Sell	160,744 -9,517	-6%	-$509K	1.22%	28
2017 Q3	$9.55M	Sell	170,261 -39,493	-19%	-$2.26M	1.38%	24
2017 Q2	$12.5M	Buy	209,754 +5,943	+3%	+$362K	1.97%	21
2017 Q1	$13M	Sell	203,811 -1,413	-0.7%	-$90.8K	2.07%	23
2016 Q4	$12.9M	Buy	205,224 +7,734	+4%	+$478K	2.33%	20
2016 Q3	$12.5M	Sell	197,490 -899	-0.5%	-$56.9K	2.28%	20
2016 Q2	$12.6M	Buy	198,389 +3,418	+2%	+$206K	2.28%	19
2016 Q1	$10.6M	Buy	194,971 +7,812	+4%	+$397K	1.89%	23
2015 Q4	$11.3M	Buy	187,159 +184,859	+8,037%	+$11.6M	2.14%	18
2015 Q3	$144K	Hold	2,300	–	–	0.03%	136
2015 Q2	$179K	Hold	2,300	–	–	0.03%	130
2015 Q1	$191K	Sell	2,300 -940	-29%	-$79.4K	0.03%	125
2014 Q4	$284K	Sell	3,240 -127,678	-98%	-$11.6M	0.05%	105
2014 Q3	$12.5M	Buy	130,918 +40,911	+45%	+$3.87M	2.37%	13
2014 Q2	$8.55M	Sell	90,007 -48,522	-35%	-$4.42M	2.28%	11
2014 Q1	$12.2M	Buy	138,529 +104	+0.1%	+$9.12K	2.86%	10
2013 Q4	$12.3M	Sell	138,425 -289	-0.2%	-$25.4K	3.04%	11
2013 Q3	$12.2M	Sell	138,714 -419	-0.3%	-$37K	3.37%	8
2013 Q2	$12.4M	Buy	+139,133	New	+$12.3M	3.36%	8

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 $154B AUM 29.96% 1-Year Est. Return

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

Atwood & Palmer's AMLP Position: Q4 2021 in Review

Atwood & Palmer sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 5,940 shares — an estimated $198K sold.

Atwood & Palmer first reported a position in AMLP in Q2 2013 and held it in 34 quarters. The position peaked at $13M in Q1 2017. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

Atwood & Palmer reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
Atwood & Palmer sold 5,940 Alerian MLP ETF shares in Q4 2021, an estimated $198K.
Atwood & Palmer first reported a position in Alerian MLP ETF in Q2 2013 and held it in 34 quarters.
Atwood & Palmer's Alerian MLP ETF position peaked at $13M in Q1 2017.
473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Atwood & Palmer's 13F filing for Q4 2021, filed 24 Jan 2022.