Howe & Rusling’s Alerian MLP ETF AMLP Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-55	Closed	-$2K	–	350
2022 Q3	$2K	Buy	+55	New	+$2.09K	﹤0.01%	837
2022 Q1	–	Sell	-16	Closed	-$1K	–	997
2021 Q4	$1K	Buy	+16	New	+$542	﹤0.01%	905
2019 Q2	–	Sell	-40	Closed	-$2K	–	806
2019 Q1	$2K	Sell	40 -30	-43%	-$1.47K	﹤0.01%	655
2018 Q4	$3K	Sell	70 -460	-87%	-$22.6K	﹤0.01%	597
2018 Q3	$28K	Sell	530 -585	-52%	-$31.6K	﹤0.01%	342
2018 Q2	$56K	Buy	1,115 +402	+56%	+$20.4K	0.01%	247
2018 Q1	$33K	Buy	713 +213	+43%	+$11.4K	0.01%	317
2017 Q4	$27K	Hold	500	–	–	﹤0.01%	354
2017 Q3	$28K	Sell	500 -116	-19%	-$6.63K	0.01%	351
2017 Q2	$37K	Buy	616 +116	+23%	+$7.07K	0.01%	301
2017 Q1	$32K	Hold	500	–	–	0.01%	309
2016 Q4	$32K	Hold	500	–	–	0.01%	311
2016 Q3	$32K	Hold	500	–	–	0.01%	306
2016 Q2	$32K	Hold	500	–	–	0.01%	278
2016 Q1	$27K	Hold	500	–	–	0.01%	359
2015 Q4	$30K	Buy	+500	New	+$31.3K	0.01%	321
2015 Q2	–	Sell	-32	Closed	-$3K	–	1045
2015 Q1	$3K	Hold	32	–	–	﹤0.01%	690
2014 Q4	$3K	Hold	32	–	–	﹤0.01%	690
2014 Q3	$3K	Buy	+32	New	+$3.03K	﹤0.01%	676
2014 Q2	–	Sell	-44	Closed	-$4K	–	821
2014 Q1	$4K	Buy	+44	New	+$3.86K	﹤0.01%	686
2013 Q4	–	Sell	-400	Closed	-$35K	–	798
2013 Q3	$35K	Buy	+400	New	+$35.3K	0.01%	385

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Howe & Rusling's AMLP Position: Q4 2022 in Review

Howe & Rusling sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 55 shares — an estimated $2K sold.

Howe & Rusling first reported a position in AMLP in Q3 2013 and held it in 21 quarters. The position peaked at $56K in Q2 2018. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Howe & Rusling reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 55 Alerian MLP ETF shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Alerian MLP ETF in Q3 2013 and held it in 21 quarters.
Howe & Rusling's Alerian MLP ETF position peaked at $56K in Q2 2018.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.