Cadence Wealth 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
2022
Q1
Sell
-7,887
Closed -$258K 37
2021
Q4
$258K Buy
7,887
+1,046
+15% +$35.4K 0.28% 29
2021
Q3
$228K Buy
+6,841
New +$228K 0.26% 28

Other funds holding AMLP

Cadence Wealth Management's AMLP Position: Q1 2022 in Review

Cadence Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 7,887 shares — an estimated $258K sold.

Cadence Wealth Management first reported a position in AMLP in Q3 2021 and held it in 2 quarters. The position peaked at $258K in Q4 2021. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

  • Cadence Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
  • Cadence Wealth Management sold 7,887 Alerian MLP ETF shares in Q1 2022, an estimated $258K.
  • Cadence Wealth Management first reported a position in Alerian MLP ETF in Q3 2021 and held it in 2 quarters.
  • Cadence Wealth Management's Alerian MLP ETF position peaked at $258K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Cadence Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.