Ergoteles’s Alerian MLP ETF AMLP Stock Holding History

Ergoteles’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 Q2	–	Sell	-135,416	Closed	-$5.19M	–	1613
2022 Q1	$5.19M	Buy	+135,416	New	+$4.98M	0.2%	123
2021 Q2	–	Sell	-14,000	Closed	-$427K	–	1470
2021 Q1	$427K	Buy	+14,000	New	+$409K	0.01%	518

Other funds holding AMLP

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Ergoteles's AMLP Position: Q2 2022 in Review

Ergoteles sold out of Alerian MLP ETF (AMLP) in Q2 2022, closing a stake of 135,416 shares — an estimated $5.19M sold.

Ergoteles first reported a position in AMLP in Q1 2021 and held it in 2 quarters. The position peaked at $5.19M in Q1 2022. 505 funds tracked by Wall St. Rank hold AMLP as of Q2 2022.

Ergoteles reported no remaining Alerian MLP ETF position as of Q2 2022 after selling out during the quarter.
Ergoteles sold 135,416 Alerian MLP ETF shares in Q2 2022, an estimated $5.19M.
Ergoteles first reported a position in Alerian MLP ETF in Q1 2021 and held it in 2 quarters.
Ergoteles's Alerian MLP ETF position peaked at $5.19M in Q1 2022.
505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.