Keel Point’s Alerian MLP ETF AMLP Stock Holding History

Keel Point’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	-36,254	Closed	-$1.32M	–	296
2022 Q3	$1.32M	Buy	36,254 +506	+1%	+$19.3K	0.23%	80
2022 Q2	$1.39M	Sell	35,748 -104	-0.3%	-$3.99K	0.22%	82
2022 Q1	$1.37M	Buy	35,852 +39	+0.1%	+$1.44K	0.21%	86
2021 Q4	$1.17M	Buy	+35,813	New	+$1.21M	0.13%	99
2021 Q3	–	Sell	-19,873	Closed	-$724K	–	266
2021 Q2	$724K	Buy	19,873 +1,106	+6%	+$38K	0.08%	134
2021 Q1	$572K	Sell	18,767 -1,816	-9%	-$53K	0.06%	149
2020 Q4	$528K	Buy	+20,583	New	+$495K	0.05%	152
2019 Q3	–	Sell	-2,246	Closed	-$111K	–	187
2019 Q2	$111K	Sell	2,246 -537	-19%	-$26.6K	0.01%	186
2019 Q1	$140K	Buy	+2,783	New	+$136K	0.02%	186
2018 Q4	–	Sell	-8,720	Closed	-$466K	–	208
2018 Q3	$466K	Sell	8,720 -215	-2%	-$11.6K	0.06%	106
2018 Q2	$451K	Buy	8,935 +1,063	+14%	+$53.9K	0.06%	95
2018 Q1	$369K	Sell	7,872 -509	-6%	-$27.2K	0.05%	112
2017 Q4	$452K	Buy	+8,381	New	+$448K	0.06%	105

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

Keel Point's AMLP Position: Q4 2022 in Review

Keel Point sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 36,254 shares — an estimated $1.32M sold.

Keel Point first reported a position in AMLP in Q4 2017 and held it in 13 quarters. The position peaked at $1.39M in Q2 2022. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Keel Point reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Keel Point sold 36,254 Alerian MLP ETF shares in Q4 2022, an estimated $1.32M.
Keel Point first reported a position in Alerian MLP ETF in Q4 2017 and held it in 13 quarters.
Keel Point's Alerian MLP ETF position peaked at $1.39M in Q2 2022.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Keel Point's 13F filing for Q4 2022, filed 17 Jan 2023.