Credit Capital Investments’s Alerian MLP ETF AMLP Stock Holding History

Credit Capital Investments’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 Q4	–	Sell	-40,000	Closed	-$1.46M	–	59
2022 Q3	$1.46M	Hold	40,000	–	–	1.97%	12
2022 Q2	$1.38M	Hold	40,000	–	–	1.56%	15
2022 Q1	$1.53M	Sell	40,000 -45,000	-53%	-$1.66M	1.42%	16
2021 Q4	$2.78M	Hold	85,000	–	–	2.7%	13
2021 Q3	$2.83M	Hold	85,000	–	–	3.07%	15
2021 Q2	$3.1M	Sell	85,000 -35,000	-29%	-$1.2M	2.67%	15
2021 Q1	$3.66M	Buy	120,000 +25,000	+26%	+$730K	4.11%	11
2020 Q4	$2.44M	Hold	95,000	–	–	3.15%	14
2020 Q3	$1.9M	Sell	95,000 -15,562	-14%	-$360K	3.29%	15
2020 Q2	$2.73M	Buy	+110,562	New	+$2.71M	5.01%	9
2019 Q3	–	Sell	-75,880	Closed	-$3.74M	–	37
2019 Q2	$3.74M	Sell	75,880 -4,120	-5%	-$204K	4.8%	4
2019 Q1	$4.01M	Hold	80,000	–	–	4.32%	3
2018 Q4	$3.49M	Sell	80,000 -8,000	-9%	-$392K	4.74%	3
2018 Q3	$4.7M	Hold	88,000	–	–	4.72%	3
2018 Q2	$4.81M	Buy	88,000 +34,000	+63%	+$1.72M	4.32%	2
2018 Q1	$2.53M	Buy	54,000 +18,000	+50%	+$962K	2.39%	11
2017 Q4	$1.94M	Buy	+36,000	New	+$1.93M	2.02%	12
2016 Q2	–	Sell	-88,000	Closed	-$4.8M	–	21
2016 Q1	$4.8M	Buy	+88,000	New	+$4.47M	3.46%	13

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Capital Investments's AMLP Position: Q4 2022 in Review

Credit Capital Investments sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 40,000 shares — an estimated $1.46M sold.

Credit Capital Investments first reported a position in AMLP in Q1 2016 and held it in 18 quarters. The position peaked at $4.81M in Q2 2018. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Credit Capital Investments reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Credit Capital Investments sold 40,000 Alerian MLP ETF shares in Q4 2022, an estimated $1.46M.
Credit Capital Investments first reported a position in Alerian MLP ETF in Q1 2016 and held it in 18 quarters.
Credit Capital Investments's Alerian MLP ETF position peaked at $4.81M in Q2 2018.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Credit Capital Investments's 13F filing for Q4 2022, filed 14 Feb 2023.