Ford Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-724	Closed	-$23	–	140
2021 Q4	$23	Buy	+724	New	+$24.5K	﹤0.01%	275
2021 Q3	–	Sell	-1,036	Closed	-$37K	–	121
2021 Q2	$37K	Buy	+1,036	New	+$35.5K	0.01%	236
2020 Q2	–	Sell	-5,537	Closed	-$95K	–	94
2020 Q1	$95K	Buy	5,537 +891	+19%	+$30.2K	0.06%	90
2019 Q4	$197K	Sell	4,646 -5,824	-56%	-$244K	0.11%	88
2019 Q3	$478K	Sell	10,470 -1,303	-11%	-$61.6K	0.3%	41
2019 Q2	$579K	Buy	11,773 +2,375	+25%	+$117K	0.39%	33
2019 Q1	$471K	Buy	9,398 +344	+4%	+$16.9K	0.34%	35
2018 Q4	$395K	Buy	+9,054	New	+$444K	0.3%	35
2018 Q1	–	Sell	-1,120	Closed	-$63K	–	59
2017 Q4	$63K	Buy	+1,120	New	+$59.9K	0.05%	84

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ford Financial Group's AMLP Position: Q1 2022 in Review

Ford Financial Group sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 724 shares — an estimated $23 sold.

Ford Financial Group first reported a position in AMLP in Q4 2017 and held it in 9 quarters. The position peaked at $579K in Q2 2019. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Ford Financial Group reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 724 Alerian MLP ETF shares in Q1 2022, an estimated $23.
Ford Financial Group first reported a position in Alerian MLP ETF in Q4 2017 and held it in 9 quarters.
Ford Financial Group's Alerian MLP ETF position peaked at $579K in Q2 2019.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.