CWA
AMLP icon

Clearview Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-784
Closed -$30.8K – 142
2023
Q2 		$30.8K Buy
784
+9
+1% +$349 0.03% 226
2023
Q1 		$30K Buy
775
+8
+1% +$314 0.03% 229
2022
Q4 		$29.2K Buy
+767
New +$30.2K 0.02% 204

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearview Wealth Advisors's AMLP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 784 shares — an estimated $30.8K sold.

Clearview Wealth Advisors first reported a position in AMLP in Q4 2022 and held it in 3 quarters. The position peaked at $30.8K in Q2 2023. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 784 Alerian MLP ETF shares in Q3 2023, an estimated $30.8K.
  • Clearview Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Alerian MLP ETF position peaked at $30.8K in Q2 2023.
  • 565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.