L.M. Kohn & Company’s Alerian MLP ETF AMLP Stock Holding History

L.M. Kohn & Company’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 Q4	–	Sell	-7,233	Closed	-$341K	–	263
2024 Q3	$341K	Buy	+7,233	New	+$342K	0.09%	191

Other funds holding AMLP

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

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

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

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

L.M. Kohn & Company's AMLP Position: Q4 2024 in Review

L.M. Kohn & Company sold out of Alerian MLP ETF (AMLP) in Q4 2024, closing a stake of 7,233 shares — an estimated $341K sold.

L.M. Kohn & Company first reported a position in AMLP in Q3 2024 and held it in 1 quarter. The position peaked at $341K in Q3 2024. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

L.M. Kohn & Company reported no remaining Alerian MLP ETF position as of Q4 2024 after selling out during the quarter.
L.M. Kohn & Company sold 7,233 Alerian MLP ETF shares in Q4 2024, an estimated $341K.
L.M. Kohn & Company first reported a position in Alerian MLP ETF in Q3 2024 and held it in 1 quarter.
L.M. Kohn & Company's Alerian MLP ETF position peaked at $341K in Q3 2024.
720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.