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Benjamin F. Edwards & Company’s Alerian MLP ETF AMLP Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$1.01M Buy
21,066
+3,861
+22% +$180K 0.02% 518
2024
Q1 		$817K Buy
17,205
+2,947
+21% +$132K 0.01% 550
2023
Q4 		$606K Buy
14,258
+4,886
+52% +$207K 0.01% 599
2023
Q3 		$395K Buy
9,372
+1,413
+18% +$58K 0.02% 580
2023
Q2 		$312K Buy
7,959
+346
+5% +$13.4K 0.01% 614
2023
Q1 		$294K Buy
7,613
+7,413
+3,707% +$291K 0.01% 608
2022
Q4 		$8K Hold
200
– – ﹤0.01% 1464
2022
Q3 		$7K Hold
200
– – ﹤0.01% 1452
2022
Q2 		$7K Sell
200
-100
-33% -$3.84K ﹤0.01% 1454
2022
Q1 		$11K Sell
300
-351
-54% -$12.9K ﹤0.01% 1334
2021
Q4 		$21K Buy
651
+551
+551% +$18.7K ﹤0.01% 1228
2021
Q3 		$3K Hold
100
– – ﹤0.01% 1584
2021
Q2 		$4K Sell
100
-180
-64% -$6.18K ﹤0.01% 1534
2021
Q1 		$9K Sell
280
-40
-13% -$1.17K ﹤0.01% 1379
2020
Q4 		$8K Hold
320
– – ﹤0.01% 1318
2020
Q3 		$6K Sell
320
-230
-42% -$5.32K ﹤0.01% 1370
2020
Q2 		$14K Sell
550
-1,519
-73% -$37.2K ﹤0.01% 1200
2020
Q1 		$36K Sell
2,069
-3,063
-60% -$104K ﹤0.01% 922
2019
Q4 		$218K Buy
5,132
+2,965
+137% +$124K 0.02% 575
2019
Q3 		$99K Sell
2,167
-466
-18% -$22K 0.01% 747
2019
Q2 		$130K Sell
2,633
-601
-19% -$29.7K 0.01% 631
2019
Q1 		$162K Buy
3,234
+307
+10% +$15.1K 0.01% 549
2018
Q4 		$128K Sell
2,927
-646
-18% -$31.7K 0.01% 589
2018
Q3 		$191K Sell
3,573
-600
-14% -$32.4K 0.02% 537
2018
Q2 		$211K Sell
4,173
-1,938
-32% -$98.3K 0.02% 496
2018
Q1 		$286K Sell
6,111
-1,860
-23% -$99.4K 0.03% 418
2017
Q4 		$430K Sell
7,971
-1,222
-13% -$65.4K 0.04% 336
2017
Q3 		$516K Buy
9,193
+463
+5% +$26.5K 0.06% 277
2017
Q2 		$522K Buy
8,730
+624
+8% +$38K 0.07% 266
2017
Q1 		$515K Sell
8,106
-359
-4% -$23.1K 0.08% 254
2016
Q4 		$533K Sell
8,465
-17,154
-67% -$1.06M 0.09% 236
2016
Q3 		$1.63M Sell
25,619
-1,410
-5% -$89.2K 0.29% 83
2016
Q2 		$1.72M Buy
27,029
+579
+2% +$34.9K 0.34% 74
2016
Q1 		$1.44M Sell
26,450
-3,341
-11% -$170K 0.3% 77
2015
Q4 		$1.79M Sell
29,791
-1,121
-4% -$70.1K 0.39% 57
2015
Q3 		$1.93M Sell
30,912
-1,963
-6% -$143K 0.42% 53
2015
Q2 		$2.56M Buy
32,875
+533
+2% +$44.3K 0.51% 44
2015
Q1 		$2.68M Buy
32,342
+2,909
+10% +$246K 0.56% 43
2014
Q4 		$2.58M Buy
29,433
+1,631
+6% +$148K 0.6% 37
2014
Q3 		$2.67M Buy
27,802
+1,008
+4% +$95.3K 0.66% 33
2014
Q2 		$2.54M Buy
26,794
+858
+3% +$78.2K 0.65% 34
2014
Q1 		$2.29M Buy
25,936
+1,616
+7% +$142K 0.63% 34
2013
Q4 		$2.16M Buy
24,320
+634
+3% +$55.6K 0.73% 31
2013
Q3 		$2.08M Buy
23,686
+1,572
+7% +$139K 0.77% 31
2013
Q2 		$1.97M Buy
+22,114
New +$1.95M 0.79% 27

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Benjamin F. Edwards & Company's AMLP Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Alerian MLP ETF (AMLP) stake by 22% in Q2 2024, buying an estimated $180K and bringing the position to 21,066 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #518.

Benjamin F. Edwards & Company first reported a position in AMLP in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.68M in Q1 2015. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

  • Benjamin F. Edwards & Company held 21,066 shares of Alerian MLP ETF worth $1.01M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 3,861 Alerian MLP ETF shares in Q2 2024, an estimated $180K.
  • Alerian MLP ETF made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #518 holding.
  • Benjamin F. Edwards & Company first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Alerian MLP ETF position peaked at $2.68M in Q1 2015.
  • 647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.