James Investment Research’s Alerian MLP ETF AMLP Stock Holding History

James Investment Research’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
2021 Q3	–	Sell	-503	Closed	-$18K	–	489
2021 Q2	$18K	Sell	503 -503	-50%	-$17.3K	﹤0.01%	440
2021 Q1	$31K	Buy	1,006 +6	+0.6%	+$175	﹤0.01%	409
2020 Q4	$26K	Buy	+1,000	New	+$24K	﹤0.01%	434
2017 Q4	–	Sell	-1,040	Closed	-$58K	–	762
2017 Q3	$58K	Buy	1,040 +60	+6%	+$3.43K	﹤0.01%	616
2017 Q2	$59K	Buy	+980	New	+$59.7K	﹤0.01%	586

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

James Investment Research's AMLP Position: Q3 2021 in Review

James Investment Research sold out of Alerian MLP ETF (AMLP) in Q3 2021, closing a stake of 503 shares — an estimated $18K sold.

James Investment Research first reported a position in AMLP in Q2 2017 and held it in 5 quarters. The position peaked at $59K in Q2 2017. 444 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

James Investment Research reported no remaining Alerian MLP ETF position as of Q3 2021 after selling out during the quarter.
James Investment Research sold 503 Alerian MLP ETF shares in Q3 2021, an estimated $18K.
James Investment Research first reported a position in Alerian MLP ETF in Q2 2017 and held it in 5 quarters.
James Investment Research's Alerian MLP ETF position peaked at $59K in Q2 2017.
444 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on James Investment Research's 13F filing for Q3 2021, filed 22 Oct 2021.