CAPTRUST Financial Advisors’s iPath Select MLP ETN ATMP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-423	Closed	-$7K	–	2211
2022 Q2	$7K	Buy	+423	New	+$7.93K	﹤0.01%	3909
2022 Q1	–	Sell	-165	Closed	-$3K	–	4912
2021 Q4	$3K	Hold	165	–	–	﹤0.01%	4256
2021 Q3	$3K	Hold	165	–	–	﹤0.01%	4110
2021 Q2	$3K	Buy	+165	New	+$2.56K	﹤0.01%	4013

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CAPTRUST Financial Advisors's ATMP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of iPath Select MLP ETN (ATMP) in Q3 2022, closing a stake of 423 shares — an estimated $7K sold.

CAPTRUST Financial Advisors first reported a position in ATMP in Q2 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 18 funds tracked by Wall St. Rank hold ATMP as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining iPath Select MLP ETN position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 423 iPath Select MLP ETN shares in Q3 2022, an estimated $7K.
CAPTRUST Financial Advisors first reported a position in iPath Select MLP ETN in Q2 2021 and held it in 4 quarters.
CAPTRUST Financial Advisors's iPath Select MLP ETN position peaked at $7K in Q2 2022.
18 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.