Kore Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Kore Private Wealth’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 Q3	$1.3M	Sell	35,458 -3,267	-8%	-$124K	0.23%	67
2022 Q2	$1.33M	Buy	38,725 +8,672	+29%	+$333K	0.21%	81
2022 Q1	$1.15M	Hold	30,053	–	–	0.14%	106
2021 Q4	$984K	Hold	30,053	–	–	0.12%	119
2021 Q3	$1M	Hold	30,053	–	–	0.11%	150
2021 Q2	$1.09M	Sell	30,053 -532	-2%	-$18.3K	0.12%	132
2021 Q1	$933K	Sell	30,585 -17,952	-37%	-$524K	0.13%	114
2020 Q4	$1.25M	Buy	+48,537	New	+$1.17M	0.19%	84
2020 Q2	–	Sell	-5,006	Closed	-$86K	–	1153
2020 Q1	$86K	Sell	5,006 -22,724	-82%	-$770K	0.02%	330
2019 Q4	$1.18M	Buy	+27,730	New	+$1.16M	0.22%	83
2019 Q2	–	Sell	-818	Closed	-$41K	–	258
2019 Q1	$41K	Sell	818 -4,221	-84%	-$207K	0.01%	414
2018 Q4	$220K	Buy	+5,039	New	+$247K	0.06%	188

Other funds holding AMLP

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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 $1.09B AUM 11.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Kore Private Wealth's AMLP Position: Q3 2022 in Review

Kore Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 8.4% in Q3 2022, selling an estimated $124K and leaving 35,458 shares worth $1.3M. The position accounts for 0.23% of the portfolio, ranked #67.

Kore Private Wealth first reported a position in AMLP in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.33M in Q2 2022. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Kore Private Wealth held 35,458 shares of Alerian MLP ETF worth $1.3M as of Q3 2022.
Kore Private Wealth sold 3,267 Alerian MLP ETF shares in Q3 2022, an estimated $124K.
Alerian MLP ETF made up 0.23% of Kore Private Wealth's portfolio in Q3 2022, its #67 holding.
Kore Private Wealth first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 12 quarters since.
Kore Private Wealth's Alerian MLP ETF position peaked at $1.33M in Q2 2022.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.