FFA
AMLP icon

Fi3 Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Fi3 Financial 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
2021
Q3 		– Sell
-14,933
Closed -$501K – 43
2021
Q2 		$501K Sell
14,933
-1,696
-10% -$58.2K 0.34% 26
2021
Q1 		$507K Buy
+16,629
New +$486K 0.44% 23

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Fi3 Financial Advisors's AMLP Position: Q3 2021 in Review

Fi3 Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2021, closing a stake of 14,933 shares — an estimated $501K sold.

Fi3 Financial Advisors first reported a position in AMLP in Q1 2021 and held it in 2 quarters. The position peaked at $507K in Q1 2021. 443 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

  • Fi3 Financial Advisors reported no remaining Alerian MLP ETF position as of Q3 2021 after selling out during the quarter.
  • Fi3 Financial Advisors sold 14,933 Alerian MLP ETF shares in Q3 2021, an estimated $501K.
  • Fi3 Financial Advisors first reported a position in Alerian MLP ETF in Q1 2021 and held it in 2 quarters.
  • Fi3 Financial Advisors's Alerian MLP ETF position peaked at $507K in Q1 2021.
  • 443 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on Fi3 Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.