Fulcrum Equity Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-69,383
Closed -$2.68M 87
2023
Q1
$2.68M Sell
69,383
-6,926
-9% -$272K 2.52% 10
2022
Q4
$2.91M Sell
76,309
-4,013
-5% -$158K 2.38% 8
2022
Q3
$2.94M Sell
80,322
-897
-1% -$34.1K 2.49% 7
2022
Q2
$2.8M Sell
81,219
-1,714
-2% -$65.8K 2.26% 14
2022
Q1
$3.18M Buy
+82,933
New +$3.05M 1.88% 17

Other funds holding AMLP

Fulcrum Equity Management's AMLP Position: Q2 2023 in Review

Fulcrum Equity Management sold out of Alerian MLP ETF (AMLP) in Q2 2023, closing a stake of 69,383 shares — an estimated $2.68M sold.

Fulcrum Equity Management first reported a position in AMLP in Q1 2022 and held it in 5 quarters. The position peaked at $3.18M in Q1 2022. 542 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

  • Fulcrum Equity Management reported no remaining Alerian MLP ETF position as of Q2 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 69,383 Alerian MLP ETF shares in Q2 2023, an estimated $2.68M.
  • Fulcrum Equity Management first reported a position in Alerian MLP ETF in Q1 2022 and held it in 5 quarters.
  • Fulcrum Equity Management's Alerian MLP ETF position peaked at $3.18M in Q1 2022.
  • 542 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on Fulcrum Equity Management's 13F filing for Q2 2023, filed 7 Jul 2023.