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Freedom Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Freedom Investment 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
2024
Q3 		– Sell
-4,335
Closed -$208K – 761
2024
Q2 		$208K Sell
4,335
-2,443
-36% -$114K 0.02% 712
2024
Q1 		$322K Sell
6,778
-388
-5% -$17.4K 0.03% 581
2023
Q4 		$305K Buy
7,166
+441
+7% +$18.7K 0.02% 595
2023
Q3 		$284K Sell
6,725
-582
-8% -$23.9K 0.03% 525
2023
Q2 		$286K Sell
7,307
-1,343
-16% -$52.1K 0.03% 555
2023
Q1 		$334K Buy
+8,650
New +$339K 0.04% 521
2020
Q2 		– Sell
-31,746
Closed -$1.27M – 570
2020
Q1 		$1.27M Sell
31,746
-18,252
-37% -$618K 0.11% 166
2019
Q4 		$2.13M Buy
49,998
+34,693
+227% +$1.46M 0.19% 122
2019
Q3 		$699K Sell
15,305
-1,942
-11% -$91.8K 0.06% 282
2019
Q2 		$849K Sell
17,247
-2,198
-11% -$109K 0.07% 245
2019
Q1 		$975K Buy
+19,445
New +$953K 0.08% 243
2015
Q3 		– Sell
-3,064
Closed -$238K – 686
2015
Q2 		$238K Buy
3,064
+876
+40% +$72.9K 0.02% 586
2015
Q1 		$181K Buy
+2,188
New +$185K 0.02% 595
2014
Q2 		– Sell
-9,382
Closed -$828K – 501
2014
Q1 		$828K Sell
9,382
-1,823
-16% -$160K 0.18% 95
2013
Q4 		$997K Sell
11,205
-6,576
-37% -$577K 0.25% 66
2013
Q3 		$1.56M Sell
17,781
-3,405
-16% -$300K 0.45% 32
2013
Q2 		$1.89M Buy
+21,186
New +$1.87M 0.64% 27

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Freedom Investment Management's AMLP Position: Q3 2024 in Review

Freedom Investment Management sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 4,335 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in AMLP in Q2 2013 and held it in 17 quarters. The position peaked at $2.13M in Q4 2019. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Freedom Investment Management reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 4,335 Alerian MLP ETF shares in Q3 2024, an estimated $208K.
  • Freedom Investment Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 17 quarters.
  • Freedom Investment Management's Alerian MLP ETF position peaked at $2.13M in Q4 2019.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.