Gradient Investments’s Alerian MLP ETF AMLP Stock Holding History

Gradient Investments’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	-200	Closed	-$9.6K	–	337
2024 Q2	$9.6K	Buy	+200	New	+$9.35K	﹤0.01%	743
2024 Q1	–	Sell	-1,493	Closed	-$63.5K	–	1260
2023 Q4	$63.5K	Hold	1,493	–	–	﹤0.01%	496
2023 Q3	$63K	Hold	1,493	–	–	﹤0.01%	458
2023 Q2	$58.5K	Hold	1,493	–	–	﹤0.01%	479
2023 Q1	$57.7K	Sell	1,493 -730	-33%	-$28.6K	﹤0.01%	474
2022 Q4	$84.6K	Buy	2,223 +2,208	+14,720%	+$86.8K	﹤0.01%	414
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	1190
2022 Q2	$1K	Sell	15 -11	-42%	-$422	﹤0.01%	1098
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	1078
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	1111
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	1047
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	1039
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	1051
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	1010
2020 Q3	$1K	Sell	26 -709	-96%	-$16.4K	﹤0.01%	1015
2020 Q2	$18K	Sell	735 -1	-0.1%	-$25	﹤0.01%	540
2020 Q1	$13K	Hold	736	–	–	﹤0.01%	596
2019 Q4	$31K	Buy	736 +709	+2,626%	+$29.8K	﹤0.01%	488
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	965
2019 Q2	$1K	Sell	27 -65	-71%	-$3.21K	﹤0.01%	920
2019 Q1	$5K	Hold	92	–	–	﹤0.01%	640
2018 Q4	$4K	Hold	92	–	–	﹤0.01%	726
2018 Q3	$5K	Hold	92	–	–	﹤0.01%	728
2018 Q2	$5K	Sell	92 -17	-16%	-$862	﹤0.01%	710
2018 Q1	$5K	Buy	109 +67	+160%	+$3.58K	﹤0.01%	716
2017 Q4	$2K	Buy	+42	New	+$2.25K	﹤0.01%	789
2017 Q3	–	Sell	-54	Closed	-$3K	–	254
2017 Q2	$3K	Sell	54 -16	-23%	-$975	﹤0.01%	636
2017 Q1	$4K	Sell	70 -175	-71%	-$11.2K	﹤0.01%	628
2016 Q4	$15K	Buy	245 +16	+7%	+$988	﹤0.01%	390
2016 Q3	$15K	Hold	229	–	–	﹤0.01%	392
2016 Q2	$15K	Sell	229 -44	-16%	-$2.65K	﹤0.01%	375
2016 Q1	$15K	Sell	273 -7,793	-97%	-$396K	﹤0.01%	383
2015 Q4	$486K	Sell	8,066 -1,792	-18%	-$112K	0.06%	124
2015 Q3	$615K	Sell	9,858 -12,116	-55%	-$881K	0.09%	113
2015 Q2	$1.71M	Buy	21,974 +3,141	+17%	+$261K	0.23%	99
2015 Q1	$1.56M	Buy	18,833 +1,802	+11%	+$152K	0.23%	99
2014 Q4	$1.49M	Buy	17,031 +3,300	+24%	+$299K	0.25%	98
2014 Q3	$1.32M	Buy	13,731 +4,345	+46%	+$411K	0.24%	94
2014 Q2	$892K	Buy	9,386 +3,741	+66%	+$341K	0.18%	101
2014 Q1	$498K	Buy	5,645 +2,503	+80%	+$220K	0.12%	116
2013 Q4	$279K	Buy	3,142 +2,986	+1,914%	+$262K	0.07%	141
2013 Q3	$14K	Buy	+156	New	+$13.8K	﹤0.01%	258

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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 Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Gradient Investments's AMLP Position: Q3 2024 in Review

Gradient Investments sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 200 shares — an estimated $9.6K sold.

Gradient Investments first reported a position in AMLP in Q3 2013 and held it in 42 quarters. The position peaked at $1.71M in Q2 2015. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

Gradient Investments reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 200 Alerian MLP ETF shares in Q3 2024, an estimated $9.6K.
Gradient Investments first reported a position in Alerian MLP ETF in Q3 2013 and held it in 42 quarters.
Gradient Investments's Alerian MLP ETF position peaked at $1.71M in Q2 2015.
653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.