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Kelly Lawrence W & Associates’s Alerian MLP ETF AMLP Stock Holding History

Kelly Lawrence W & Associates’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 		– Sell
-100
Closed -$4.75K – 180
2024
Q1 		$4.75K Hold
100
– – ﹤0.01% 159
2023
Q4 		$4.25K Buy
+100
New +$4.24K ﹤0.01% 154
2018
Q1 		– Sell
-400
Closed -$22K – 137
2017
Q4 		$22K Hold
400
– – ﹤0.01% 136
2017
Q3 		$22K Buy
+400
New +$22.9K ﹤0.01% 124

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

Kelly Lawrence W & Associates's AMLP Position: Q2 2024 in Review

Kelly Lawrence W & Associates sold out of Alerian MLP ETF (AMLP) in Q2 2024, closing a stake of 100 shares — an estimated $4.75K sold.

Kelly Lawrence W & Associates first reported a position in AMLP in Q3 2017 and held it in 4 quarters. The position peaked at $22K in Q4 2017. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

  • Kelly Lawrence W & Associates reported no remaining Alerian MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 100 Alerian MLP ETF shares in Q2 2024, an estimated $4.75K.
  • Kelly Lawrence W & Associates first reported a position in Alerian MLP ETF in Q3 2017 and held it in 4 quarters.
  • Kelly Lawrence W & Associates's Alerian MLP ETF position peaked at $22K in Q4 2017.
  • 647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.