BP
AMLP icon

Ballentine Partners’s Alerian MLP ETF AMLP Stock Holding History

Ballentine 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
2025
Q4 		– Sell
-12,101
Closed -$568K – 1013
2025
Q3 		$568K Buy
+12,101
New +$585K 0.01% 457
2018
Q1 		– Sell
-2,711
Closed -$146K – 365
2017
Q4 		$146K Sell
2,711
-2,171
-44% -$116K 0.01% 352
2017
Q3 		$274K Buy
+4,882
New +$279K 0.02% 288

Other funds holding AMLP

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ballentine Partners's AMLP Position: Q4 2025 in Review

Ballentine Partners sold out of Alerian MLP ETF (AMLP) in Q4 2025, closing a stake of 12,101 shares — an estimated $568K sold.

Ballentine Partners first reported a position in AMLP in Q3 2017 and held it in 3 quarters. The position peaked at $568K in Q3 2025. 775 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

  • Ballentine Partners reported no remaining Alerian MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Ballentine Partners sold 12,101 Alerian MLP ETF shares in Q4 2025, an estimated $568K.
  • Ballentine Partners first reported a position in Alerian MLP ETF in Q3 2017 and held it in 3 quarters.
  • Ballentine Partners's Alerian MLP ETF position peaked at $568K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.