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Cannell & Spears’s Alerian MLP ETF AMLP Stock Holding History

Cannell & Spears’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
Q3 		– Sell
-6,840
Closed -$328K – 402
2024
Q2 		$328K Buy
+6,840
New +$320K 0.01% 301
2020
Q2 		– Sell
-2,274
Closed -$39K – 229
2020
Q1 		$39K Buy
2,274
+53
+2% +$1.79K ﹤0.01% 214
2019
Q4 		$94K Sell
2,221
-312
-12% -$13.1K 0.01% 180
2019
Q3 		$116K Sell
2,533
-560
-18% -$26.5K 0.01% 172
2019
Q2 		$152K Buy
3,093
+111
+4% +$5.49K 0.02% 169
2019
Q1 		$150K Hold
2,982
– – 0.02% 165
2018
Q4 		$130K Buy
2,982
+80
+3% +$3.92K 0.02% 156
2018
Q3 		$155K Hold
2,902
– – 0.02% 172
2018
Q2 		$147K Buy
+2,902
New +$147K 0.02% 170

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cannell & Spears's AMLP Position: Q3 2024 in Review

Cannell & Spears sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 6,840 shares — an estimated $328K sold.

Cannell & Spears first reported a position in AMLP in Q2 2018 and held it in 9 quarters. The position peaked at $328K in Q2 2024. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Cannell & Spears reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Cannell & Spears sold 6,840 Alerian MLP ETF shares in Q3 2024, an estimated $328K.
  • Cannell & Spears first reported a position in Alerian MLP ETF in Q2 2018 and held it in 9 quarters.
  • Cannell & Spears's Alerian MLP ETF position peaked at $328K in Q2 2024.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Cannell & Spears's 13F filing for Q3 2024, filed 12 Nov 2024.