Kesler Norman & Wride’s Alerian MLP ETF AMLP Stock Holding History

Kesler Norman & Wride’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	-23,866	Closed	-$781K	–	143
2021 Q4	$781K	Sell	23,866 -11,209	-32%	-$380K	0.17%	117
2021 Q3	$1.17M	Buy	35,075 +38	+0.1%	+$1.27K	0.28%	86
2021 Q2	$1.19M	Sell	35,037 -35,162	-50%	-$1.21M	0.27%	92
2021 Q1	$2.14M	Sell	70,199 -278	-0.4%	-$8.12K	0.53%	64
2020 Q4	$1.81M	Buy	+70,477	New	+$1.69M	0.5%	62

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 $1.09B AUM 11.58% 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

Kesler Norman & Wride's AMLP Position: Q1 2022 in Review

Kesler Norman & Wride sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 23,866 shares — an estimated $781K sold.

Kesler Norman & Wride first reported a position in AMLP in Q4 2020 and held it in 5 quarters. The position peaked at $2.14M in Q1 2021. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Kesler Norman & Wride reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
Kesler Norman & Wride sold 23,866 Alerian MLP ETF shares in Q1 2022, an estimated $781K.
Kesler Norman & Wride first reported a position in Alerian MLP ETF in Q4 2020 and held it in 5 quarters.
Kesler Norman & Wride's Alerian MLP ETF position peaked at $2.14M in Q1 2021.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Kesler Norman & Wride's 13F filing for Q1 2022, filed 14 Apr 2022.