Bartlett & Co Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bartlett & Co Wealth 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
2022 Q3	–	Sell	-271	Closed	-$9.34K	–	1181
2022 Q2	$9.34K	Hold	271	–	–	﹤0.01%	880
2022 Q1	$10.4K	Buy	+271	New	+$9.97K	﹤0.01%	825
2021 Q4	–	Sell	-271	Closed	-$9.03K	–	426
2021 Q3	$9.03K	Hold	271	–	–	﹤0.01%	713
2021 Q2	$9.87K	Hold	271	–	–	﹤0.01%	690
2021 Q1	$8.27K	Hold	271	–	–	﹤0.01%	753
2020 Q4	$6.95K	Hold	271	–	–	﹤0.01%	765
2020 Q3	$5.42K	Hold	271	–	–	﹤0.01%	732
2020 Q2	$6.69K	Hold	271	–	–	﹤0.01%	711
2020 Q1	$4.66K	Sell	271 -80	-23%	-$2.71K	﹤0.01%	726
2019 Q4	$14.9K	Hold	351	–	–	﹤0.01%	687
2019 Q3	$16K	Hold	351	–	–	﹤0.01%	687
2019 Q2	$17.3K	Buy	351 +80	+30%	+$3.96K	﹤0.01%	548
2019 Q1	$14K	Hold	271	–	–	﹤0.01%	553
2018 Q4	$11.8K	Hold	271	–	–	﹤0.01%	567
2018 Q3	$14.5K	Hold	271	–	–	﹤0.01%	577
2018 Q2	$13.7K	Hold	271	–	–	﹤0.01%	571
2018 Q1	$12.7K	Buy	+271	New	+$14.5K	﹤0.01%	587

Other funds holding AMLP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Bartlett & Co Wealth Management's AMLP Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 271 shares — an estimated $9.34K sold.

Bartlett & Co Wealth Management first reported a position in AMLP in Q1 2018 and held it in 17 quarters. The position peaked at $17.3K in Q2 2019. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Bartlett & Co Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 271 Alerian MLP ETF shares in Q3 2022, an estimated $9.34K.
Bartlett & Co Wealth Management first reported a position in Alerian MLP ETF in Q1 2018 and held it in 17 quarters.
Bartlett & Co Wealth Management's Alerian MLP ETF position peaked at $17.3K in Q2 2019.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.