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Carmichael Hill & Associates’s Alerian MLP ETF AMLP Stock Holding History

Carmichael Hill & Associates’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 		$88.4K Buy
1,877
+18
+1% +$851 0.03% 275
2024
Q2 		$89.2K Buy
1,859
+17
+0.9% +$794 0.04% 256
2024
Q1 		$87.4K Buy
1,842
+17
+0.9% +$764 0.03% 268
2023
Q4 		$77.6K Buy
1,825
+17
+0.9% +$721 0.03% 284
2023
Q3 		$76.3K Buy
1,808
+16
+0.9% +$657 0.04% 268
2023
Q2 		$70.3K Buy
1,792
+17
+1% +$659 0.03% 283
2023
Q1 		$68.6K Buy
1,775
+14
+0.8% +$549 0.03% 271
2022
Q4 		$67K Buy
1,761
+14
+0.8% +$550 0.03% 288
2022
Q3 		$64K Sell
1,747
-286
-14% -$10.9K 0.03% 289
2022
Q2 		$70K Buy
2,033
+13
+0.6% +$499 0.04% 282
2022
Q1 		$77K Buy
2,020
+14
+0.7% +$515 0.04% 282
2021
Q4 		$66K Buy
2,006
+15
+0.8% +$508 0.03% 315
2021
Q3 		$66K Buy
1,991
+15
+0.8% +$501 0.03% 300
2021
Q2 		$72K Buy
1,976
+13
+0.7% +$446 0.04% 283
2021
Q1 		$60K Buy
1,963
+15
+0.8% +$438 0.03% 305
2020
Q4 		$50K Buy
1,948
+318
+20% +$7.64K 0.03% 316
2020
Q3 		$33K Sell
1,630
-335
-17% -$7.75K 0.02% 355
2020
Q2 		$48K Sell
1,965
-379
-16% -$9.29K 0.04% 279
2020
Q1 		$40K Buy
2,344
+14
+0.6% +$474 0.04% 285
2019
Q4 		$99K Buy
+2,330
New +$97.8K 0.07% 202

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

Carmichael Hill & Associates's AMLP Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Alerian MLP ETF (AMLP) stake by 0.97% in Q3 2024, buying an estimated $851 and bringing the position to 1,877 shares worth $88.4K. The position accounts for 0.03% of the portfolio, ranked #275.

Carmichael Hill & Associates first reported a position in AMLP in Q4 2019 and has held it in 20 quarters since. The position peaked at $99K in Q4 2019. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Carmichael Hill & Associates held 1,877 shares of Alerian MLP ETF worth $88.4K as of Q3 2024.
  • Carmichael Hill & Associates bought 18 Alerian MLP ETF shares in Q3 2024, an estimated $851.
  • Alerian MLP ETF made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #275 holding.
  • Carmichael Hill & Associates first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's Alerian MLP ETF position peaked at $99K in Q4 2019.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.