Golden Green’s Alerian MLP ETF AMLP Stock Holding History

Golden Green’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	$3.91M	Buy	92,554 +2,577	+3%	+$106K	4.01%	2
2023 Q2	$3.53M	Sell	89,977 -24,539	-21%	-$952K	3.81%	4
2023 Q1	$4.43M	Sell	114,516 -70,284	-38%	-$2.76M	5.19%	2
2022 Q4	$7.04M	Buy	184,800 +3,353	+2%	+$132K	7.26%	5
2022 Q3	$6.63M	Sell	181,447 -53,006	-23%	-$2.02M	7.16%	3
2022 Q2	$8.08M	Buy	234,453 +3,242	+1%	+$124K	8.46%	4
2022 Q1	$8.86M	Buy	231,211 +101,482	+78%	+$3.73M	7.28%	3
2021 Q4	$4.25M	Sell	129,729 -8,627	-6%	-$292K	3.41%	5
2021 Q3	$4.61M	Sell	138,356 -49,421	-26%	-$1.65M	3.59%	6
2021 Q2	$6.84M	Buy	187,777 +85,325	+83%	+$2.93M	5.23%	3
2021 Q1	$3.13M	Buy	+102,452	New	+$2.99M	2.69%	4

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 $1.09B AUM 11.58% 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

Golden Green's AMLP Position: Q3 2023 in Review

Golden Green increased its Alerian MLP ETF (AMLP) stake by 2.9% in Q3 2023, buying an estimated $106K and bringing the position to 92,554 shares worth $3.91M. The position accounts for 4.01% of the portfolio, ranked #2.

Golden Green first reported a position in AMLP in Q1 2021 and has held it in 11 quarters since. The position peaked at $8.86M in Q1 2022. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Golden Green held 92,554 shares of Alerian MLP ETF worth $3.91M as of Q3 2023.
Golden Green bought 2,577 Alerian MLP ETF shares in Q3 2023, an estimated $106K.
Alerian MLP ETF made up 4.01% of Golden Green's portfolio in Q3 2023, its #2 holding.
Golden Green first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 11 quarters since.
Golden Green's Alerian MLP ETF position peaked at $8.86M in Q1 2022.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.