Glassman Wealth Services’s Alerian MLP ETF AMLP Stock Holding History

Glassman Wealth Services’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
2023 Q3	–	Sell	-17	Closed	-$667	–	1993
2023 Q2	$667	Buy	+17	New	+$659	﹤0.01%	1577
2020 Q4	–	Sell	-106	Closed	-$2K	–	1337
2020 Q3	$2K	Buy	106 +3	+3%	+$69	﹤0.01%	955
2020 Q2	$3K	Buy	103 +3	+3%	+$74	﹤0.01%	723
2020 Q1	$2K	Buy	+100	New	+$3.39K	﹤0.01%	668
2017 Q1	–	Sell	-78	Closed	-$5K	–	565
2016 Q4	$5K	Buy	+78	New	+$4.82K	﹤0.01%	425

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

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glassman Wealth Services's AMLP Position: Q3 2023 in Review

Glassman Wealth Services sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 17 shares — an estimated $667 sold.

Glassman Wealth Services first reported a position in AMLP in Q4 2016 and held it in 5 quarters. The position peaked at $5K in Q4 2016. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Glassman Wealth Services reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Glassman Wealth Services sold 17 Alerian MLP ETF shares in Q3 2023, an estimated $667.
Glassman Wealth Services first reported a position in Alerian MLP ETF in Q4 2016 and held it in 5 quarters.
Glassman Wealth Services's Alerian MLP ETF position peaked at $5K in Q4 2016.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.