HWP
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Hibernia Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Hibernia Wealth Partners’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
Q4 		– Sell
-50
Closed -$2.11K – 80
2023
Q3 		$2.11K Buy
+50
New +$2.05K ﹤0.01% 251

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hibernia Wealth Partners's AMLP Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 50 shares — an estimated $2.11K sold.

Hibernia Wealth Partners first reported a position in AMLP in Q3 2023 and held it in 1 quarter. The position peaked at $2.11K in Q3 2023. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 50 Alerian MLP ETF shares in Q4 2023, an estimated $2.11K.
  • Hibernia Wealth Partners first reported a position in Alerian MLP ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Alerian MLP ETF position peaked at $2.11K in Q3 2023.
  • 609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.