Investors Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-23,259	Closed	-$762K	–	10
2021 Q4	$762K	Sell	23,259 -6,486	-22%	-$220K	0.35%	74
2021 Q3	$991K	Sell	29,745 -319	-1%	-$10.6K	0.52%	55
2021 Q2	$1.09M	Buy	30,064 +4	+0%	+$137	0.59%	45
2021 Q1	$917K	Buy	30,060 +69	+0.2%	+$2.02K	0.54%	54
2020 Q4	$770K	Sell	29,991 -3,710	-11%	-$89.2K	0.51%	56
2020 Q3	$673K	Buy	33,701 +6	+0%	+$139	0.5%	57
2020 Q2	$832K	Buy	33,695 +4	+0%	+$98	0.68%	37
2020 Q1	$579K	Sell	33,691 -1,830	-5%	-$62K	0.58%	51
2019 Q4	$1.51M	Buy	+35,521	New	+$1.49M	1.23%	25

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investors Financial Group's AMLP Position: Q1 2022 in Review

Investors Financial Group sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 23,259 shares — an estimated $762K sold.

Investors Financial Group first reported a position in AMLP in Q4 2019 and held it in 9 quarters. The position peaked at $1.51M in Q4 2019. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Investors Financial Group reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 23,259 Alerian MLP ETF shares in Q1 2022, an estimated $762K.
Investors Financial Group first reported a position in Alerian MLP ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Alerian MLP ETF position peaked at $1.51M in Q4 2019.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.