Frontier Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Frontier Wealth 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
2021 Q4	–	Sell	-9,161	Closed	-$305K	–	427
2021 Q3	$305K	Sell	9,161 -1,088	-11%	-$36.3K	0.02%	327
2021 Q2	$373K	Buy	10,249 +858	+9%	+$29.4K	0.03%	304
2021 Q1	$286K	Sell	9,391 -4	-0%	-$117	0.02%	308
2020 Q4	$241K	Sell	9,395 -788	-8%	-$18.9K	0.02%	327
2020 Q3	$203K	Sell	10,183 -476	-4%	-$11K	0.02%	338
2020 Q2	$263K	Sell	10,659 -13,317	-56%	-$326K	0.02%	292
2020 Q1	$412K	Sell	23,976 -746	-3%	-$25.3K	0.07%	189
2019 Q4	$1.05M	Buy	24,722 +2,916	+13%	+$122K	0.17%	120
2019 Q3	$997K	Sell	21,806 -542	-2%	-$25.6K	0.15%	128
2019 Q2	$1.1M	Buy	22,348 +851	+4%	+$42.1K	0.16%	114
2019 Q1	$1.08M	Sell	21,497 -1,115	-5%	-$54.7K	0.15%	144
2018 Q4	$987K	Buy	22,612 +3,590	+19%	+$176K	0.15%	144
2018 Q3	$1.02M	Sell	19,022 -11,250	-37%	-$607K	0.1%	152
2018 Q2	$1.53M	Sell	30,272 -9,008	-23%	-$457K	0.22%	104
2018 Q1	$1.84M	Sell	39,280 -43,583	-53%	-$2.33M	0.26%	96
2017 Q4	$4.47M	Buy	82,863 +4,715	+6%	+$252K	0.72%	27
2017 Q3	$4.38M	Buy	78,148 +31,795	+69%	+$1.82M	0.63%	38
2017 Q2	$2.77M	Buy	46,353 +10,766	+30%	+$656K	0.42%	63
2017 Q1	$2.26M	Sell	35,587 -25,192	-41%	-$1.62M	0.35%	73
2016 Q4	$3.83M	Sell	60,779 -45,081	-43%	-$2.78M	0.63%	42
2016 Q3	$6.72M	Buy	105,860 +46,846	+79%	+$2.96M	1.02%	20
2016 Q2	$3.75M	Buy	59,014 +17,967	+44%	+$1.08M	0.6%	38
2016 Q1	$2.24M	Sell	41,047 -33,100	-45%	-$1.68M	0.19%	77
2015 Q4	$4.47M	Buy	74,147 +15,201	+26%	+$951K	0.72%	30
2015 Q3	$3.68M	Buy	58,946 +4,269	+8%	+$310K	0.58%	38
2015 Q2	$4.25M	Sell	54,677 -1,964	-3%	-$163K	0.65%	33
2015 Q1	$4.69M	Sell	56,641 -26,600	-32%	-$2.25M	0.75%	30
2014 Q4	$7.29M	Buy	+83,241	New	+$7.55M	1.37%	13

Other funds holding AMLP

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Frontier Wealth Management's AMLP Position: Q4 2021 in Review

Frontier Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 9,161 shares — an estimated $305K sold.

Frontier Wealth Management first reported a position in AMLP in Q4 2014 and held it in 28 quarters. The position peaked at $7.29M in Q4 2014. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

Frontier Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
Frontier Wealth Management sold 9,161 Alerian MLP ETF shares in Q4 2021, an estimated $305K.
Frontier Wealth Management first reported a position in Alerian MLP ETF in Q4 2014 and held it in 28 quarters.
Frontier Wealth Management's Alerian MLP ETF position peaked at $7.29M in Q4 2014.
473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Frontier Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.