Horizon Bancorp’s Alerian MLP ETF AMLP Stock Holding History

Horizon Bancorp’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 Q3	–	Sell	-104	Closed	-$4K	–	239
2023 Q2	$4K	Hold	104	–	–	﹤0.01%	211
2023 Q1	$4K	Hold	104	–	–	﹤0.01%	160
2022 Q4	$4K	Buy	+104	New	+$4.09K	﹤0.01%	192
2020 Q3	–	Sell	-104	Closed	-$3K	–	247
2020 Q2	$3K	Hold	104	–	–	﹤0.01%	232
2020 Q1	$2K	Hold	104	–	–	﹤0.01%	253
2019 Q4	$4K	Buy	+104	New	+$4.37K	﹤0.01%	256

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Horizon Bancorp's AMLP Position: Q3 2023 in Review

Horizon Bancorp sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 104 shares — an estimated $4K sold.

Horizon Bancorp first reported a position in AMLP in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q2 2023. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Horizon Bancorp reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Horizon Bancorp sold 104 Alerian MLP ETF shares in Q3 2023, an estimated $4K.
Horizon Bancorp first reported a position in Alerian MLP ETF in Q4 2019 and held it in 6 quarters.
Horizon Bancorp's Alerian MLP ETF position peaked at $4K in Q2 2023.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Horizon Bancorp's 13F filing for Q3 2023, filed 24 Oct 2023.