HIM
AMLP icon

Hillsdale Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Hillsdale Investment 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
-435
Closed -$16.6K – 557
2022
Q4 		$16.6K Hold
435
– – ﹤0.01% 507
2022
Q3 		$16K Sell
435
-250
-36% -$9.51K ﹤0.01% 485
2022
Q2 		$24K Sell
685
-685
-50% -$26.3K ﹤0.01% 469
2022
Q1 		$52K Sell
1,370
-630
-32% -$23.2K ﹤0.01% 468
2021
Q4 		$65K Buy
2,000
+700
+54% +$23.7K ﹤0.01% 472
2021
Q3 		$43K Hold
1,300
– – ﹤0.01% 494
2021
Q2 		$47K Hold
1,300
– – ﹤0.01% 469
2021
Q1 		$40K Sell
1,300
-2,680
-67% -$78.3K ﹤0.01% 473
2020
Q4 		$102K Sell
3,980
-650
-14% -$15.6K 0.01% 409
2020
Q3 		$93K Buy
4,630
+3,050
+193% +$70.6K 0.01% 409
2020
Q2 		$39K Hold
1,580
– – ﹤0.01% 440
2020
Q1 		$27K Sell
1,580
-740
-32% -$25.1K ﹤0.01% 461
2019
Q4 		$99K Buy
2,320
+20
+0.9% +$840 0.01% 417
2019
Q3 		$105K Buy
2,300
+480
+26% +$22.7K 0.01% 419
2019
Q2 		$90K Buy
1,820
+900
+98% +$44.5K 0.01% 430
2019
Q1 		$46K Sell
920
-500
-35% -$24.5K ﹤0.01% 431
2018
Q4 		$62K Buy
1,420
+480
+51% +$23.5K 0.01% 413
2018
Q3 		$50K Sell
940
-11,060
-92% -$597K 0.01% 298
2018
Q2 		$606K Hold
12,000
– – 0.07% 179
2018
Q1 		$562K Sell
12,000
-2,320
-16% -$124K 0.08% 164
2017
Q4 		$773K Hold
14,320
– – 0.12% 174
2017
Q3 		$803K Hold
14,320
– – 0.14% 159
2017
Q2 		$856K Hold
14,320
– – 0.17% 146
2017
Q1 		$910K Sell
14,320
-5,060
-26% -$325K 0.18% 136
2016
Q4 		$1.22M Buy
19,380
+11,480
+145% +$709K 0.25% 69
2016
Q3 		$501K Sell
7,900
-9,240
-54% -$584K 0.13% 130
2016
Q2 		$1.09M Buy
+17,140
New +$1.03M 0.32% 51

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hillsdale Investment Management's AMLP Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 435 shares — an estimated $16.6K sold.

Hillsdale Investment Management first reported a position in AMLP in Q2 2016 and held it in 27 quarters. The position peaked at $1.22M in Q4 2016. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

  • Hillsdale Investment Management reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 435 Alerian MLP ETF shares in Q1 2023, an estimated $16.6K.
  • Hillsdale Investment Management first reported a position in Alerian MLP ETF in Q2 2016 and held it in 27 quarters.
  • Hillsdale Investment Management's Alerian MLP ETF position peaked at $1.22M in Q4 2016.
  • 545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.