CJFS
AMLP icon

Coulter & Justus Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Coulter & Justus Financial Services’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
2022
Q1 		– Sell
-30,089
Closed -$985K – 15
2021
Q4 		$985K Buy
+30,089
New +$1.02M 0.77% 24

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coulter & Justus Financial Services's AMLP Position: Q1 2022 in Review

Coulter & Justus Financial Services sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 30,089 shares — an estimated $985K sold.

Coulter & Justus Financial Services first reported a position in AMLP in Q4 2021 and held it in 1 quarter. The position peaked at $985K in Q4 2021. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

  • Coulter & Justus Financial Services reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 30,089 Alerian MLP ETF shares in Q1 2022, an estimated $985K.
  • Coulter & Justus Financial Services first reported a position in Alerian MLP ETF in Q4 2021 and held it in 1 quarter.
  • Coulter & Justus Financial Services's Alerian MLP ETF position peaked at $985K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2022, filed 6 May 2022.