C.M. Bidwell & Associates’s Alerian MLP ETF AMLP Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-194	Closed	-$7K	–	492
2022 Q3	$7K	Hold	194	–	–	0.01%	367
2022 Q2	$7K	Hold	194	–	–	0.01%	363
2022 Q1	$7K	Hold	194	–	–	﹤0.01%	382
2021 Q4	$6K	Hold	194	–	–	﹤0.01%	413
2021 Q3	$6K	Hold	194	–	–	﹤0.01%	420
2021 Q2	$7K	Hold	194	–	–	﹤0.01%	413
2021 Q1	$6K	Sell	194 -254	-57%	-$7.42K	﹤0.01%	414
2020 Q4	$11K	Hold	448	–	–	0.01%	369
2020 Q3	$9K	Hold	448	–	–	0.01%	345
2020 Q2	$11K	Sell	448 -1	-0.2%	-$25	0.01%	325
2020 Q1	$8K	Buy	+449	New	+$15.2K	0.01%	266

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

C.M. Bidwell & Associates's AMLP Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 194 shares — an estimated $7K sold.

C.M. Bidwell & Associates first reported a position in AMLP in Q1 2020 and held it in 11 quarters. The position peaked at $11K in Q4 2020. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

C.M. Bidwell & Associates reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 194 Alerian MLP ETF shares in Q4 2022, an estimated $7K.
C.M. Bidwell & Associates first reported a position in Alerian MLP ETF in Q1 2020 and held it in 11 quarters.
C.M. Bidwell & Associates's Alerian MLP ETF position peaked at $11K in Q4 2020.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.