Capital Advisory Group Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-64	Closed	-$2K	–	183
2021 Q3	$2K	Hold	64	–	–	﹤0.01%	493
2021 Q2	$2K	Hold	64	–	–	﹤0.01%	493
2021 Q1	$2K	Hold	64	–	–	﹤0.01%	474
2020 Q4	$2K	Buy	+64	New	+$1.54K	﹤0.01%	479
2020 Q1	–	Sell	-1,406	Closed	-$60K	–	433
2019 Q4	$60K	Hold	1,406	–	–	0.03%	125
2019 Q3	$66K	Hold	1,406	–	–	0.04%	136
2019 Q2	$69K	Hold	1,406	–	–	0.05%	139
2019 Q1	$70K	Buy	1,406 +256	+22%	+$12.6K	0.05%	129
2018 Q4	$51K	Buy	1,150 +263	+30%	+$12.9K	0.04%	136
2018 Q3	$47K	Buy	887 +296	+50%	+$16K	0.03%	140
2018 Q2	$29K	Buy	591 +424	+254%	+$21.5K	0.02%	159
2018 Q1	$8K	Buy	+167	New	+$8.93K	0.01%	244

Other funds holding AMLP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Capital Advisory Group Advisory Services's AMLP Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 64 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in AMLP in Q1 2018 and held it in 12 quarters. The position peaked at $70K in Q1 2019. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 64 Alerian MLP ETF shares in Q4 2021, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in Alerian MLP ETF in Q1 2018 and held it in 12 quarters.
Capital Advisory Group Advisory Services's Alerian MLP ETF position peaked at $70K in Q1 2019.
473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.