Greenwich Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Greenwich Wealth Management’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 Q1	–	Sell	-5,665	Closed	-$216K	–	237
2022 Q4	$216K	Sell	5,665 -4,030	-42%	-$158K	0.02%	208
2022 Q3	$354K	Sell	9,695 -300	-3%	-$11.4K	0.04%	176
2022 Q2	$344K	Sell	9,995 -510	-5%	-$19.6K	0.05%	184
2022 Q1	$402K	Hold	10,505	–	–	0.04%	176
2021 Q4	$344K	Sell	10,505 -760	-7%	-$25.7K	0.03%	185
2021 Q3	$375K	Sell	11,265 -175	-2%	-$5.84K	0.03%	179
2021 Q2	$417K	Hold	11,440	–	–	0.04%	158
2021 Q1	$349K	Buy	11,440 +1,300	+13%	+$38K	0.03%	158
2020 Q4	$260K	Sell	10,140 -1,140	-10%	-$27.4K	0.02%	166
2020 Q3	$225K	Buy	11,280 +600	+6%	+$13.9K	0.04%	170
2020 Q2	$264K	Sell	10,680 -3,720	-26%	-$91.2K	0.05%	151
2020 Q1	$248K	Sell	14,400 -820	-5%	-$27.8K	0.05%	144
2019 Q4	$647K	Sell	15,220 -14,609	-49%	-$613K	0.13%	109
2019 Q3	$1.36M	Buy	29,829 +823	+3%	+$38.9K	0.27%	72
2019 Q2	$1.43M	Buy	29,006 +659	+2%	+$32.6K	0.25%	68
2019 Q1	$1.42M	Sell	28,347 -1,954	-6%	-$95.8K	0.25%	64
2018 Q4	$1.32M	Buy	30,301 +1,478	+5%	+$72.5K	0.26%	67
2018 Q3	$1.54M	Buy	28,823 +541	+2%	+$29.2K	0.27%	65
2018 Q2	$1.43M	Buy	28,282 +1,131	+4%	+$57.3K	0.25%	66
2018 Q1	$1.27M	Buy	27,151 +17,951	+195%	+$960K	0.2%	70
2017 Q4	$496K	Sell	9,200 -1,530	-14%	-$81.8K	0.08%	117
2017 Q3	$602K	Buy	10,730 +3,010	+39%	+$172K	0.1%	103
2017 Q2	$462K	Buy	7,720 +1,925	+33%	+$117K	0.08%	115
2017 Q1	$368K	Sell	5,795 -17,846	-75%	-$1.15M	0.05%	125
2016 Q4	$1.49M	Sell	23,641 -3,339	-12%	-$206K	0.19%	71
2016 Q3	$1.71M	Buy	26,980 +157	+0.6%	+$9.93K	0.3%	63
2016 Q2	$1.71M	Buy	26,823 +1,302	+5%	+$78.4K	0.41%	57
2016 Q1	$1.39M	Buy	25,521 +22,881	+867%	+$1.16M	0.36%	61
2015 Q4	$159K	Sell	2,640 -255	-9%	-$16K	0.04%	147
2015 Q3	$181K	Buy	2,895 +130	+5%	+$9.46K	0.04%	156
2015 Q2	$215K	Sell	2,765 -1,396	-34%	-$116K	0.03%	160
2015 Q1	$345K	Sell	4,161 -1,060	-20%	-$89.5K	0.04%	144
2014 Q4	$457K	Buy	5,221 +256	+5%	+$23.2K	0.03%	135
2014 Q3	$476K	Sell	4,965 -80	-2%	-$7.57K	0.03%	136
2014 Q2	$479K	Buy	5,045 +10	+0.2%	+$911	0.03%	124
2014 Q1	$445K	Sell	5,035 -893	-15%	-$78.3K	0.03%	123
2013 Q4	$527K	Buy	5,928 +569	+11%	+$49.9K	0.05%	118
2013 Q3	$471K	Buy	5,359 +60	+1%	+$5.29K	0.03%	119
2013 Q2	$473K	Buy	+5,299	New	+$468K	0.04%	108

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Greenwich Wealth Management's AMLP Position: Q1 2023 in Review

Greenwich Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 5,665 shares — an estimated $216K sold.

Greenwich Wealth Management first reported a position in AMLP in Q2 2013 and held it in 39 quarters. The position peaked at $1.71M in Q3 2016. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

Greenwich Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
Greenwich Wealth Management sold 5,665 Alerian MLP ETF shares in Q1 2023, an estimated $216K.
Greenwich Wealth Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 39 quarters.
Greenwich Wealth Management's Alerian MLP ETF position peaked at $1.71M in Q3 2016.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Greenwich Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.