Client First Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Client First Investment Management’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 Q1	–	Sell	-37,033	Closed	-$1.57M	–	23
2023 Q4	$1.57M	Buy	+37,033	New	+$1.57M	1.53%	12

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Client First Investment Management's AMLP Position: Q1 2024 in Review

Client First Investment Management sold out of Alerian MLP ETF (AMLP) in Q1 2024, closing a stake of 37,033 shares — an estimated $1.57M sold.

Client First Investment Management first reported a position in AMLP in Q4 2023 and held it in 1 quarter. The position peaked at $1.57M in Q4 2023. 639 funds tracked by Wall St. Rank hold AMLP as of Q1 2024.

Client First Investment Management reported no remaining Alerian MLP ETF position as of Q1 2024 after selling out during the quarter.
Client First Investment Management sold 37,033 Alerian MLP ETF shares in Q1 2024, an estimated $1.57M.
Client First Investment Management first reported a position in Alerian MLP ETF in Q4 2023 and held it in 1 quarter.
Client First Investment Management's Alerian MLP ETF position peaked at $1.57M in Q4 2023.
639 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2024.

Based on Client First Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.