Cape Investment Advisory’s Alerian MLP ETF AMLP Stock Holding History

Cape Investment Advisory’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 Q1	–	Sell	-33	Closed	-$1.4K	–	941
2023 Q4	$1.4K	Buy	+33	New	+$1.4K	﹤0.01%	977
2023 Q3	–	Sell	-24	Closed	-$941	–	929
2023 Q2	$941	Hold	24	–	–	﹤0.01%	829
2023 Q1	$928	Buy	+24	New	+$941	﹤0.01%	878

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cape Investment Advisory's AMLP Position: Q1 2024 in Review

Cape Investment Advisory sold out of Alerian MLP ETF (AMLP) in Q1 2024, closing a stake of 33 shares — an estimated $1.4K sold.

Cape Investment Advisory first reported a position in AMLP in Q1 2023 and held it in 3 quarters. The position peaked at $1.4K in Q4 2023. 639 funds tracked by Wall St. Rank hold AMLP as of Q1 2024.

Cape Investment Advisory reported no remaining Alerian MLP ETF position as of Q1 2024 after selling out during the quarter.
Cape Investment Advisory sold 33 Alerian MLP ETF shares in Q1 2024, an estimated $1.4K.
Cape Investment Advisory first reported a position in Alerian MLP ETF in Q1 2023 and held it in 3 quarters.
Cape Investment Advisory's Alerian MLP ETF position peaked at $1.4K in Q4 2023.
639 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.