KMG Fiduciary Partners’s Alerian MLP ETF AMLP Stock Holding History

KMG Fiduciary Partners’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	-5,564	Closed	-$203K	–	200
2021 Q2	$203K	Buy	+5,564	New	+$191K	0.04%	197
2019 Q3	–	Sell	-16,734	Closed	-$824K	–	114
2019 Q2	$824K	Buy	16,734 +1,474	+10%	+$72.9K	0.3%	62
2019 Q1	$765K	Buy	15,260 +1,787	+13%	+$87.6K	0.29%	61
2018 Q4	$588K	Buy	+13,473	New	+$661K	0.27%	64

Other funds holding AMLP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KMG Fiduciary Partners's AMLP Position: Q3 2021 in Review

KMG Fiduciary Partners sold out of Alerian MLP ETF (AMLP) in Q3 2021, closing a stake of 5,564 shares — an estimated $203K sold.

KMG Fiduciary Partners first reported a position in AMLP in Q4 2018 and held it in 4 quarters. The position peaked at $824K in Q2 2019. 443 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

KMG Fiduciary Partners reported no remaining Alerian MLP ETF position as of Q3 2021 after selling out during the quarter.
KMG Fiduciary Partners sold 5,564 Alerian MLP ETF shares in Q3 2021, an estimated $203K.
KMG Fiduciary Partners first reported a position in Alerian MLP ETF in Q4 2018 and held it in 4 quarters.
KMG Fiduciary Partners's Alerian MLP ETF position peaked at $824K in Q2 2019.
443 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on KMG Fiduciary Partners's 13F filing for Q3 2021, filed 12 Oct 2021.