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Farmers & Merchants Investments Inc’s Alerian MLP ETF AMLP Stock Holding History

Farmers & Merchants Investments 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
2023
Q4 		– Sell
-249
Closed -$10.5K – 1754
2023
Q3 		$10.5K Buy
249
+149
+149% +$6.12K ﹤0.01% 614
2023
Q2 		$3.92K Hold
100
– – ﹤0.01% 807
2023
Q1 		$3.87K Hold
100
– – ﹤0.01% 784
2022
Q4 		$3.81K Hold
100
– – ﹤0.01% 820
2022
Q3 		$4K Hold
100
– – ﹤0.01% 769
2022
Q2 		$3K Hold
100
– – ﹤0.01% 897
2022
Q1 		$4K Sell
100
-100
-50% -$3.68K ﹤0.01% 890
2021
Q4 		$7K Buy
+200
New +$6.77K ﹤0.01% 833
2018
Q1 		– Sell
-279
Closed -$15K – 832
2017
Q4 		$15K Buy
279
+79
+40% +$4.23K ﹤0.01% 460
2017
Q3 		$11K Sell
200
-550
-73% -$31.4K ﹤0.01% 493
2017
Q2 		$45K Hold
750
– – ﹤0.01% 342
2017
Q1 		$48K Buy
+750
New +$48.2K ﹤0.01% 311
2014
Q3 		– Sell
-570
Closed -$54K – 698
2014
Q2 		$54K Buy
570
+132
+30% +$12K 0.01% 283
2014
Q1 		$39K Hold
438
– – 0.01% 306
2013
Q4 		$39K Hold
438
– – 0.01% 313
2013
Q3 		$39K Hold
438
– – 0.01% 298
2013
Q2 		$39K Buy
+438
New +$38.7K 0.01% 299

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Farmers & Merchants Investments Inc's AMLP Position: Q4 2023 in Review

Farmers & Merchants Investments Inc sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 249 shares — an estimated $10.5K sold.

Farmers & Merchants Investments Inc first reported a position in AMLP in Q2 2013 and held it in 17 quarters. The position peaked at $54K in Q2 2014. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

  • Farmers & Merchants Investments Inc reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 249 Alerian MLP ETF shares in Q4 2023, an estimated $10.5K.
  • Farmers & Merchants Investments Inc first reported a position in Alerian MLP ETF in Q2 2013 and held it in 17 quarters.
  • Farmers & Merchants Investments Inc's Alerian MLP ETF position peaked at $54K in Q2 2014.
  • 609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2023, filed 23 Jan 2024.