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Deane Retirement Strategies’s Alerian MLP ETF AMLP Stock Holding History

Deane Retirement Strategies’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
-137,876
Closed -$5.04M – 70
2022
Q3 		$5.04M Buy
137,876
+4,953
+4% +$188K 3.09% 7
2022
Q2 		$4.65M Buy
+132,923
New +$5.1M 2.89% 9

Other funds holding AMLP

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

Deane Retirement Strategies's AMLP Position: Q4 2022 in Review

Deane Retirement Strategies sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 137,876 shares — an estimated $5.04M sold.

Deane Retirement Strategies first reported a position in AMLP in Q2 2022 and held it in 2 quarters. The position peaked at $5.04M in Q3 2022. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

  • Deane Retirement Strategies reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
  • Deane Retirement Strategies sold 137,876 Alerian MLP ETF shares in Q4 2022, an estimated $5.04M.
  • Deane Retirement Strategies first reported a position in Alerian MLP ETF in Q2 2022 and held it in 2 quarters.
  • Deane Retirement Strategies's Alerian MLP ETF position peaked at $5.04M in Q3 2022.
  • 533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Deane Retirement Strategies's 13F filing for Q4 2022, filed 23 Jan 2023.