Bedel Financial Consulting’s Alerian MLP ETF AMLP Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-200	Closed	-$8K	–	226
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	702
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	724
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	718
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	721
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	705
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	642
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	629
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	574
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	623
2019 Q4	$9K	Hold	200	–	–	0.01%	518
2019 Q3	$9K	Hold	200	–	–	0.01%	495
2019 Q2	$10K	Sell	200 -122	-38%	-$6.03K	0.01%	487
2019 Q1	$16K	Hold	322	–	–	0.01%	412
2018 Q4	$14K	Sell	322 -1,570	-83%	-$77K	0.01%	406
2018 Q3	$101K	Hold	1,892	–	–	0.07%	190
2018 Q2	$96K	Buy	1,892 +1,770	+1,451%	+$89.7K	0.07%	198
2018 Q1	$6K	Buy	+122	New	+$6.52K	﹤0.01%	520

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bedel Financial Consulting's AMLP Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Alerian MLP ETF (AMLP) in Q2 2022, closing a stake of 200 shares — an estimated $8K sold.

Bedel Financial Consulting first reported a position in AMLP in Q1 2018 and held it in 17 quarters. The position peaked at $101K in Q3 2018. 505 funds tracked by Wall St. Rank hold AMLP as of Q2 2022.

Bedel Financial Consulting reported no remaining Alerian MLP ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 200 Alerian MLP ETF shares in Q2 2022, an estimated $8K.
Bedel Financial Consulting first reported a position in Alerian MLP ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Alerian MLP ETF position peaked at $101K in Q3 2018.
505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.