BluePointe Capital Management’s Alerian MLP ETF AMLP Stock Holding History

BluePointe Capital 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
2024 Q4	–	Sell	-10,860	Closed	-$512K	–	96
2024 Q3	$512K	Hold	10,860	–	–	0.33%	63
2024 Q2	$521K	Hold	10,860	–	–	0.35%	61
2024 Q1	$515K	Hold	10,860	–	–	0.35%	63
2023 Q4	$462K	Buy	+10,860	New	+$460K	0.35%	60

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BluePointe Capital Management's AMLP Position: Q4 2024 in Review

BluePointe Capital Management sold out of Alerian MLP ETF (AMLP) in Q4 2024, closing a stake of 10,860 shares — an estimated $512K sold.

BluePointe Capital Management first reported a position in AMLP in Q4 2023 and held it in 4 quarters. The position peaked at $521K in Q2 2024. 722 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

BluePointe Capital Management reported no remaining Alerian MLP ETF position as of Q4 2024 after selling out during the quarter.
BluePointe Capital Management sold 10,860 Alerian MLP ETF shares in Q4 2024, an estimated $512K.
BluePointe Capital Management first reported a position in Alerian MLP ETF in Q4 2023 and held it in 4 quarters.
BluePointe Capital Management's Alerian MLP ETF position peaked at $521K in Q2 2024.
722 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on BluePointe Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.