Investors Asset Management of Georgia’s Alerian MLP ETF AMLP Stock Holding History

Investors Asset Management of Georgia’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	-1,400	Closed	-$51K	–	195
2022 Q3	$51K	Hold	1,400	–	–	0.03%	294
2022 Q2	$48K	Buy	+1,400	New	+$53.7K	0.02%	263
2020 Q1	–	Sell	-5,354	Closed	-$228K	–	140
2019 Q4	$228K	Buy	+5,354	New	+$225K	0.14%	132

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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 $1.09B AUM 11.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Investors Asset Management of Georgia's AMLP Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 1,400 shares — an estimated $51K sold.

Investors Asset Management of Georgia first reported a position in AMLP in Q4 2019 and held it in 3 quarters. The position peaked at $228K in Q4 2019. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 1,400 Alerian MLP ETF shares in Q4 2022, an estimated $51K.
Investors Asset Management of Georgia first reported a position in Alerian MLP ETF in Q4 2019 and held it in 3 quarters.
Investors Asset Management of Georgia's Alerian MLP ETF position peaked at $228K in Q4 2019.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.