Barrett Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Barrett Asset Management’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 Q1	–	Sell	-20	Closed	-$1K	–	452
2020 Q4	$1K	Buy	+20	New	+$481	﹤0.01%	411
2017 Q2	–	Sell	-411	Closed	-$26K	–	374
2017 Q1	$26K	Sell	411 -200	-33%	-$12.8K	﹤0.01%	265
2016 Q4	$39K	Buy	+611	New	+$37.7K	﹤0.01%	242

Other funds holding AMLP

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Barrett Asset Management's AMLP Position: Q1 2021 in Review

Barrett Asset Management sold out of Alerian MLP ETF (AMLP) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Barrett Asset Management first reported a position in AMLP in Q4 2016 and held it in 3 quarters. The position peaked at $39K in Q4 2016. 457 funds tracked by Wall St. Rank hold AMLP as of Q1 2021.

Barrett Asset Management reported no remaining Alerian MLP ETF position as of Q1 2021 after selling out during the quarter.
Barrett Asset Management sold 20 Alerian MLP ETF shares in Q1 2021, an estimated $1K.
Barrett Asset Management first reported a position in Alerian MLP ETF in Q4 2016 and held it in 3 quarters.
Barrett Asset Management's Alerian MLP ETF position peaked at $39K in Q4 2016.
457 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2021.

Based on Barrett Asset Management's 13F filing for Q1 2021, filed 13 May 2021.