Graves Light Lenhart Wealth’s Alerian MLP ETF AMLP Stock Holding History

Graves Light Lenhart Wealth’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	-128	Closed	-$4K	–	719
2021 Q3	$4K	Hold	128	–	–	﹤0.01%	650
2021 Q2	$5K	Hold	128	–	–	﹤0.01%	624
2021 Q1	$4K	Hold	128	–	–	﹤0.01%	646
2020 Q4	$3K	Buy	+128	New	+$3.08K	﹤0.01%	642

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

Graves Light Lenhart Wealth's AMLP Position: Q4 2021 in Review

Graves Light Lenhart Wealth sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 128 shares — an estimated $4K sold.

Graves Light Lenhart Wealth first reported a position in AMLP in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

Graves Light Lenhart Wealth reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
Graves Light Lenhart Wealth sold 128 Alerian MLP ETF shares in Q4 2021, an estimated $4K.
Graves Light Lenhart Wealth first reported a position in Alerian MLP ETF in Q4 2020 and held it in 4 quarters.
Graves Light Lenhart Wealth's Alerian MLP ETF position peaked at $5K in Q2 2021.
473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.