Kings Point Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Kings Point Capital Management’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	$44K	Hold	1,155	–	–	﹤0.01%	365
2021 Q4	$38K	Sell	1,155 -100	-8%	-$3.39K	﹤0.01%	427
2021 Q3	$42K	Sell	1,255 -57	-4%	-$1.9K	﹤0.01%	379
2021 Q2	$48K	Hold	1,312	–	–	﹤0.01%	350
2021 Q1	$40K	Hold	1,312	–	–	﹤0.01%	359
2020 Q4	$34K	Sell	1,312 -13,338	-91%	-$321K	﹤0.01%	365
2020 Q3	$293K	Sell	14,650 -2,802	-16%	-$64.8K	0.04%	144
2020 Q2	$431K	Sell	17,452 -6,333	-27%	-$155K	0.06%	122
2020 Q1	$409K	Sell	23,785 -4,988	-17%	-$169K	0.07%	119
2019 Q4	$1.22M	Sell	28,773 -2,934	-9%	-$123K	0.18%	87
2019 Q3	$1.45M	Buy	31,707 +3,062	+11%	+$145K	0.25%	80
2019 Q2	$1.41M	Buy	28,645 +165	+0.6%	+$8.16K	0.26%	76
2019 Q1	$1.43M	Sell	28,480 -3,489	-11%	-$171K	0.28%	75
2018 Q4	$1.4M	Sell	31,969 -5,339	-14%	-$262K	0.31%	73
2018 Q3	$1.99M	Sell	37,308 -1,880	-5%	-$101K	0.37%	74
2018 Q2	$1.98M	Sell	39,188 -698	-2%	-$35.4K	0.39%	71
2018 Q1	$1.87M	Sell	39,886 -4,755	-11%	-$254K	0.38%	72
2017 Q4	$2.41M	Sell	44,641 -10,117	-18%	-$541K	0.51%	62
2017 Q3	$3.07M	Sell	54,758 -2,555	-4%	-$146K	0.69%	55
2017 Q2	$3.43M	Sell	57,313 -1,689	-3%	-$103K	0.8%	49
2017 Q1	$3.75M	Sell	59,002 -4,455	-7%	-$286K	0.88%	46
2016 Q4	$4M	Sell	63,457 -12,772	-17%	-$789K	0.99%	37
2016 Q3	$4.84M	Sell	76,229 -6,289	-8%	-$398K	1.28%	29
2016 Q2	$5.25M	Sell	82,518 -750	-0.9%	-$45.2K	1.34%	30
2016 Q1	$4.55M	Sell	83,268 -12,333	-13%	-$627K	1.16%	32
2015 Q4	$5.76M	Buy	95,601 +36,084	+61%	+$2.26M	1.43%	27
2015 Q3	$3.71M	Sell	59,517 -6,189	-9%	-$450K	0.98%	36
2015 Q2	$5.11M	Buy	65,706 +7,235	+12%	+$602K	1.24%	33
2015 Q1	$4.84M	Buy	58,471 +5,020	+9%	+$424K	1.22%	35
2014 Q4	$4.68M	Sell	53,451 -652	-1%	-$59.1K	1.26%	34
2014 Q3	$5.19M	Buy	54,103 +1,813	+3%	+$171K	1.57%	28
2014 Q2	$4.97M	Buy	52,290 +6,931	+15%	+$631K	1.49%	31
2014 Q1	$4M	Buy	45,359 +2,686	+6%	+$236K	1.3%	32
2013 Q4	$3.8M	Buy	42,673 +1,046	+3%	+$91.8K	1.33%	32
2013 Q3	$3.66M	Buy	41,627 +4,475	+12%	+$395K	1.41%	32
2013 Q2	$3.32M	Buy	+37,152	New	+$3.28M	1.35%	31

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

Kings Point Capital Management's AMLP Position: Q1 2022 in Review

Kings Point Capital Management held its Alerian MLP ETF (AMLP) position steady in Q1 2022 at 1,155 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Kings Point Capital Management first reported a position in AMLP in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.76M in Q4 2015. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Kings Point Capital Management held 1,155 shares of Alerian MLP ETF worth $44K as of Q1 2022.
Kings Point Capital Management left its Alerian MLP ETF share count unchanged in Q1 2022.
Alerian MLP ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #365 holding.
Kings Point Capital Management first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's Alerian MLP ETF position peaked at $5.76M in Q4 2015.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.