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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-100
Closed -$3.81K 326
2022
Q4
$3.81K Buy
+100
New +$3.93K ﹤0.01% 286

Other funds holding AMLP

Bourgeon Capital Management's AMLP Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 100 shares — an estimated $3.81K sold.

Bourgeon Capital Management first reported a position in AMLP in Q4 2022 and held it in 1 quarter. The position peaked at $3.81K in Q4 2022. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 100 Alerian MLP ETF shares in Q1 2023, an estimated $3.81K.
  • Bourgeon Capital Management first reported a position in Alerian MLP ETF in Q4 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Alerian MLP ETF position peaked at $3.81K in Q4 2022.
  • 545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.