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Cassia Capital Partners’s Alerian MLP ETF AMLP Stock Holding History

Cassia Capital Partners’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
-6,317
Closed -$211K – 67
2021
Q3 		$211K Buy
+6,317
New +$211K 0.15% 94

Other funds holding AMLP

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Cassia Capital Partners's AMLP Position: Q4 2021 in Review

Cassia Capital Partners sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 6,317 shares — an estimated $211K sold.

Cassia Capital Partners first reported a position in AMLP in Q3 2021 and held it in 1 quarter. The position peaked at $211K in Q3 2021. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

  • Cassia Capital Partners reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
  • Cassia Capital Partners sold 6,317 Alerian MLP ETF shares in Q4 2021, an estimated $211K.
  • Cassia Capital Partners first reported a position in Alerian MLP ETF in Q3 2021 and held it in 1 quarter.
  • Cassia Capital Partners's Alerian MLP ETF position peaked at $211K in Q3 2021.
  • 473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.