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Institutional & Family Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$52.7K Buy
1,099
+22
+2% +$1.03K 0.01% 229
2024
Q1 		$51.1K Buy
1,077
+21
+2% +$943 0.01% 234
2023
Q4 		$44.9K Buy
1,056
+22
+2% +$933 0.01% 243
2023
Q3 		$43.6K Buy
1,034
+21
+2% +$862 0.01% 229
2023
Q2 		$39.7K Buy
1,013
+22
+2% +$853 0.01% 239
2023
Q1 		$38.3K Buy
991
+18
+2% +$706 0.01% 241
2022
Q4 		$37K Buy
973
+18
+2% +$708 0.01% 244
2022
Q3 		$35K Buy
955
+17
+2% +$647 0.01% 248
2022
Q2 		$32K Buy
938
+18
+2% +$691 0.01% 262
2022
Q1 		$35K Buy
920
+17
+2% +$625 0.01% 285
2021
Q4 		$30K Buy
903
+19
+2% +$644 ﹤0.01% 322
2021
Q3 		$29K Buy
884
+18
+2% +$601 ﹤0.01% 406
2021
Q2 		$32K Buy
866
+17
+2% +$583 0.01% 406
2021
Q1 		$26K Buy
849
+19
+2% +$555 0.01% 453
2020
Q4 		$21K Buy
830
+24
+3% +$577 ﹤0.01% 433
2020
Q3 		$16K Buy
806
+24
+3% +$555 ﹤0.01% 422
2020
Q2 		$19K Sell
782
-2,081
-73% -$51K ﹤0.01% 396
2020
Q1 		$49K Sell
2,863
-5,558
-66% -$188K 0.01% 275
2019
Q4 		$358K Buy
8,421
+7,698
+1,065% +$323K 0.08% 136
2019
Q3 		$33K Sell
723
-7,309
-91% -$346K 0.01% 338
2019
Q2 		$396K Buy
8,032
+14
+0.2% +$692 0.09% 126
2019
Q1 		$402K Buy
8,018
+3,563
+80% +$175K 0.08% 129
2018
Q4 		$194K Buy
4,455
+3,787
+567% +$186K 0.04% 167
2018
Q3 		$36K Buy
668
+12
+2% +$647 0.01% 383
2018
Q2 		$33K Buy
656
+13
+2% +$659 0.01% 386
2018
Q1 		$30K Buy
+643
New +$34.4K 0.01% 369
2016
Q2 		– Sell
-66,836
Closed -$4.03M – 118
2016
Q1 		$4.03M Sell
66,836
-630
-0.9% -$32K 1.51% 12
2015
Q4 		$4.07M Buy
+67,466
New +$4.22M 1.52% 12

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institutional & Family Asset Management's AMLP Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Alerian MLP ETF (AMLP) stake by 2% in Q2 2024, buying an estimated $1.03K and bringing the position to 1,099 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #229.

Institutional & Family Asset Management first reported a position in AMLP in Q4 2015 and has held it in 28 quarters since. The position peaked at $4.07M in Q4 2015. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

  • Institutional & Family Asset Management held 1,099 shares of Alerian MLP ETF worth $52.7K as of Q2 2024.
  • Institutional & Family Asset Management bought 22 Alerian MLP ETF shares in Q2 2024, an estimated $1.03K.
  • Alerian MLP ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #229 holding.
  • Institutional & Family Asset Management first reported a position in Alerian MLP ETF in Q4 2015 and has held it in 28 quarters since.
  • Institutional & Family Asset Management's Alerian MLP ETF position peaked at $4.07M in Q4 2015.
  • 647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.