D'Orazio & Associates’s Alerian MLP ETF AMLP Stock Holding History

D'Orazio & Associates’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
2021 Q1	–	Sell	-1,131	Closed	-$29K	–	379
2020 Q4	$29K	Hold	1,131	–	–	0.01%	195
2020 Q3	$23K	Hold	1,131	–	–	0.01%	189
2020 Q2	$28K	Hold	1,131	–	–	0.01%	176
2020 Q1	$19K	Hold	1,131	–	–	0.01%	191
2019 Q4	$48K	Hold	1,131	–	–	0.01%	153
2019 Q3	$52K	Hold	1,131	–	–	0.02%	140
2019 Q2	$56K	Hold	1,131	–	–	0.02%	132
2019 Q1	$57K	Hold	1,131	–	–	0.02%	133
2018 Q4	$49K	Hold	1,131	–	–	0.02%	127
2018 Q3	$60K	Hold	1,131	–	–	0.02%	114
2018 Q2	$57K	Hold	1,131	–	–	0.02%	119
2018 Q1	$53K	Hold	1,131	–	–	0.02%	116
2017 Q4	$61K	Sell	1,131 -82	-7%	-$4.39K	0.02%	112
2017 Q3	$68K	Buy	1,213 +82	+7%	+$4.69K	0.03%	92
2017 Q2	$68K	Sell	1,131 -82	-7%	-$5K	0.03%	101
2017 Q1	$77K	Hold	1,213	–	–	0.03%	87
2016 Q4	$76K	Hold	1,213	–	–	0.03%	85
2016 Q3	$76K	Hold	1,213	–	–	0.03%	87
2016 Q2	$77K	Hold	1,213	–	–	0.03%	89
2016 Q1	$66K	Buy	+1,213	New	+$61.6K	0.03%	96

Other funds holding AMLP

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

D'Orazio & Associates's AMLP Position: Q1 2021 in Review

D'Orazio & Associates sold out of Alerian MLP ETF (AMLP) in Q1 2021, closing a stake of 1,131 shares — an estimated $29K sold.

D'Orazio & Associates first reported a position in AMLP in Q1 2016 and held it in 20 quarters. The position peaked at $77K in Q1 2017. 457 funds tracked by Wall St. Rank hold AMLP as of Q1 2021.

D'Orazio & Associates reported no remaining Alerian MLP ETF position as of Q1 2021 after selling out during the quarter.
D'Orazio & Associates sold 1,131 Alerian MLP ETF shares in Q1 2021, an estimated $29K.
D'Orazio & Associates first reported a position in Alerian MLP ETF in Q1 2016 and held it in 20 quarters.
D'Orazio & Associates's Alerian MLP ETF position peaked at $77K in Q1 2017.
457 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2021.

Based on D'Orazio & Associates's 13F filing for Q1 2021, filed 5 May 2021.