Ellevest Inc’s Alerian MLP ETF AMLP Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-827	Closed	-$25K	–	1260
2021 Q1	$25K	Buy	+827	New	+$24.2K	﹤0.01%	614
2020 Q2	–	Sell	-140	Closed	-$2K	–	1116
2020 Q1	$2K	Buy	+140	New	+$4.74K	﹤0.01%	743

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Ellevest Inc's AMLP Position: Q2 2021 in Review

Ellevest Inc sold out of Alerian MLP ETF (AMLP) in Q2 2021, closing a stake of 827 shares — an estimated $25K sold.

Ellevest Inc first reported a position in AMLP in Q1 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 477 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

Ellevest Inc reported no remaining Alerian MLP ETF position as of Q2 2021 after selling out during the quarter.
Ellevest Inc sold 827 Alerian MLP ETF shares in Q2 2021, an estimated $25K.
Ellevest Inc first reported a position in Alerian MLP ETF in Q1 2020 and held it in 2 quarters.
Ellevest Inc's Alerian MLP ETF position peaked at $25K in Q1 2021.
477 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.