Fisher Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Fisher Asset Management’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
2025 Q1	–	Sell	-4,388	Closed	-$211K	–	1004
2024 Q4	$211K	Buy	+4,388	New	+$211K	﹤0.01%	940
2019 Q3	–	Sell	-2,118	Closed	-$104K	–	828
2019 Q2	$104K	Buy	+2,118	New	+$105K	﹤0.01%	809
2017 Q3	–	Sell	-2,845	Closed	-$170K	–	794
2017 Q2	$170K	Buy	+2,845	New	+$173K	﹤0.01%	721

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

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

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

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

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

AIM

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

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

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

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

Fisher Asset Management's AMLP Position: Q1 2025 in Review

Fisher Asset Management sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 4,388 shares — an estimated $211K sold.

Fisher Asset Management first reported a position in AMLP in Q2 2017 and held it in 3 quarters. The position peaked at $211K in Q4 2024. 739 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Fisher Asset Management reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Fisher Asset Management sold 4,388 Alerian MLP ETF shares in Q1 2025, an estimated $211K.
Fisher Asset Management first reported a position in Alerian MLP ETF in Q2 2017 and held it in 3 quarters.
Fisher Asset Management's Alerian MLP ETF position peaked at $211K in Q4 2024.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.