Essex Savings Bank’s Alerian MLP ETF AMLP Stock Holding History

Essex Savings Bank’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 Q2	$215K	Buy	+4,145	New	+$218K	0.05%	300
2020 Q2	–	Sell	-3,030	Closed	-$52K	–	167
2020 Q1	$52K	Sell	3,030 -1,620	-35%	-$54.9K	0.04%	145
2019 Q4	$198K	Sell	4,650 -2,050	-31%	-$86.1K	0.1%	175
2019 Q3	$306K	Buy	6,700 +430	+7%	+$20.3K	0.16%	125
2019 Q2	$309K	Hold	6,270	–	–	0.11%	170
2019 Q1	$314K	Buy	6,270 +157	+3%	+$7.7K	0.18%	103
2018 Q4	$267K	Buy	+6,113	New	+$300K	0.17%	110

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Essex Savings Bank's AMLP Position: Q2 2026 in Review

Essex Savings Bank opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,145 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #300 among its holdings. This is a return to the name: Essex Savings Bank previously reported a position in AMLP as recently as Q1 2020.

Essex Savings Bank first reported a position in AMLP in Q4 2018 and has held it in 7 quarters since. The position peaked at $314K in Q1 2019. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Essex Savings Bank held 4,145 shares of Alerian MLP ETF worth $215K as of Q2 2026.
Alerian MLP ETF was a new Essex Savings Bank position in Q2 2026.
Alerian MLP ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #300 holding.
Essex Savings Bank first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 7 quarters since.
Essex Savings Bank's Alerian MLP ETF position peaked at $314K in Q1 2019.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.