Capital Wealth Planning’s Alerian MLP ETF AMLP Stock Holding History

Capital Wealth Planning’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 Q3	–	Sell	-17,006	Closed	-$619K	–	112
2021 Q2	$619K	Buy	+17,006	New	+$584K	0.02%	65
2020 Q2	–	Sell	-8,376	Closed	-$144K	–	105
2020 Q1	$144K	Buy	+8,376	New	+$284K	0.01%	219
2019 Q4	–	Sell	-11,775	Closed	-$509K	–	190
2019 Q3	$509K	Buy	11,775 +2,525	+27%	+$119K	0.03%	136
2019 Q2	$456K	Buy	+9,250	New	+$458K	0.03%	135
2018 Q2	–	Sell	-2,000	Closed	-$94K	–	91
2018 Q1	$94K	Hold	2,000	–	–	0.07%	81
2017 Q4	$108K	Buy	+2,000	New	+$107K	0.15%	26

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Capital Wealth Planning's AMLP Position: Q3 2021 in Review

Capital Wealth Planning sold out of Alerian MLP ETF (AMLP) in Q3 2021, closing a stake of 17,006 shares — an estimated $619K sold.

Capital Wealth Planning first reported a position in AMLP in Q4 2017 and held it in 6 quarters. The position peaked at $619K in Q2 2021. 443 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

Capital Wealth Planning reported no remaining Alerian MLP ETF position as of Q3 2021 after selling out during the quarter.
Capital Wealth Planning sold 17,006 Alerian MLP ETF shares in Q3 2021, an estimated $619K.
Capital Wealth Planning first reported a position in Alerian MLP ETF in Q4 2017 and held it in 6 quarters.
Capital Wealth Planning's Alerian MLP ETF position peaked at $619K in Q2 2021.
443 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on Capital Wealth Planning's 13F filing for Q3 2021, filed 3 Nov 2021.