Douglass Winthrop Advisors’s Alerian MLP ETF AMLP Stock Holding History

Douglass Winthrop Advisors’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
2026 Q1	$790K	Hold	15,000	–	–	0.01%	175
2025 Q4	$705K	Buy	15,000 +4,250	+40%	+$199K	0.01%	183
2025 Q3	$504K	Buy	10,750 +750	+8%	+$36.3K	0.01%	208
2025 Q2	$489K	Hold	10,000	–	–	0.01%	190
2025 Q1	$519K	Hold	10,000	–	–	0.01%	193
2024 Q4	$482K	Buy	10,000 +2,945	+42%	+$142K	0.01%	208
2024 Q3	$333K	Buy	7,055 +1,000	+17%	+$47.3K	0.01%	233
2024 Q2	$291K	Buy	6,055 +55	+0.9%	+$2.57K	0.01%	237
2024 Q1	$285K	Hold	6,000	–	–	0.01%	244
2023 Q4	$255K	Buy	6,000 +1,000	+20%	+$42.4K	0.01%	224
2023 Q3	$211K	Buy	+5,000	New	+$205K	0.01%	225
2019 Q2	–	Sell	-3,000	Closed	-$150K	–	260
2019 Q1	$150K	Hold	3,000	–	–	0.01%	236
2018 Q4	$131K	Sell	3,000 -890	-23%	-$43.7K	0.01%	239
2018 Q3	$206K	Sell	3,890 -400	-9%	-$21.6K	0.01%	242
2018 Q2	$217K	Buy	+4,290	New	+$218K	0.01%	271

Other funds holding AMLP

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

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Douglass Winthrop Advisors's AMLP Position: Q1 2026 in Review

Douglass Winthrop Advisors held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 15,000 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #175.

Douglass Winthrop Advisors first reported a position in AMLP in Q2 2018 and has held it in 15 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Douglass Winthrop Advisors held 15,000 shares of Alerian MLP ETF worth $790K as of Q1 2026.
Douglass Winthrop Advisors left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #175 holding.
Douglass Winthrop Advisors first reported a position in Alerian MLP ETF in Q2 2018 and has held it in 15 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.