Disciplined Investments’s Alerian MLP ETF AMLP Stock Holding History

Disciplined 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
2023 Q3	–	Sell	-1,249	Closed	-$49K	–	182
2023 Q2	$49K	Hold	1,249	–	–	0.03%	201
2023 Q1	$48.3K	Buy	1,249 +42	+3%	+$1.65K	0.02%	225
2022 Q4	$46K	Sell	1,207 -42	-3%	-$1.65K	0.02%	210
2022 Q3	$46K	Hold	1,249	–	–	0.02%	229
2022 Q2	$43K	Hold	1,249	–	–	0.02%	233
2022 Q1	$48K	Hold	1,249	–	–	0.02%	225
2021 Q4	$41K	Sell	1,249 -141	-10%	-$4.78K	0.02%	228
2021 Q3	$46K	Hold	1,390	–	–	0.02%	208
2021 Q2	$51K	Sell	1,390 -1,359	-49%	-$46.6K	0.03%	195
2021 Q1	$84K	Sell	2,749 -401	-13%	-$11.7K	0.05%	141
2020 Q4	$81K	Sell	3,150 -3,702	-54%	-$89K	0.05%	126
2020 Q3	$137K	Sell	6,852 -2,075	-23%	-$48K	0.1%	105
2020 Q2	$220K	Sell	8,927 -424	-5%	-$10.4K	0.17%	85
2020 Q1	$161K	Sell	9,351 -441	-5%	-$14.9K	0.15%	91
2019 Q4	$416K	Buy	+9,792	New	+$411K	0.35%	62

Other funds holding AMLP

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

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Disciplined Investments's AMLP Position: Q3 2023 in Review

Disciplined Investments sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 1,249 shares — an estimated $49K sold.

Disciplined Investments first reported a position in AMLP in Q4 2019 and held it in 15 quarters. The position peaked at $416K in Q4 2019. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Disciplined Investments reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 1,249 Alerian MLP ETF shares in Q3 2023, an estimated $49K.
Disciplined Investments first reported a position in Alerian MLP ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Alerian MLP ETF position peaked at $416K in Q4 2019.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.