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Laffer Tengler Investments’s Alerian MLP ETF AMLP Stock Holding History

Laffer Tengler Investments’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
Q1 		– Sell
-100
Closed -$4.25K – 413
2023
Q4 		$4.25K Hold
100
– – ﹤0.01% 325
2023
Q3 		$4.22K Sell
100
-70
-41% -$2.87K ﹤0.01% 291
2023
Q2 		$6.67K Sell
170
-2,237
-93% -$86.8K ﹤0.01% 367
2023
Q1 		$93K Buy
+2,407
New +$94.4K 0.03% 270
2018
Q2 		– Sell
-427
Closed -$20K – 196
2018
Q1 		$20K Buy
427
+70
+20% +$3.74K 0.01% 194
2017
Q4 		$19.2K Buy
357
+125
+54% +$6.69K ﹤0.01% 209
2017
Q3 		$13K Buy
232
+10
+5% +$572 ﹤0.01% 205
2017
Q2 		$13.3K Hold
222
– – ﹤0.01% 212
2017
Q1 		$14.1K Sell
222
-8,889
-98% -$571K ﹤0.01% 212
2016
Q4 		$574K Buy
9,111
+89
+1% +$5.5K 0.15% 180
2016
Q3 		$572K Buy
9,022
+8,800
+3,964% +$557K 0.16% 171
2016
Q2 		$14.1K Hold
222
– – ﹤0.01% 205
2016
Q1 		$12.1K Buy
+222
New +$11.3K ﹤0.01% 213
2015
Q4 		– Hold
0
– – – 210
2015
Q3 		– Sell
-501
Closed -$36.4K – 213
2015
Q2 		$39K Sell
501
-20,572
-98% -$1.71M 0.01% 213
2015
Q1 		$1.75M Buy
+21,073
New +$1.78M 0.24% 144
2014
Q4 		– Sell
-22,583
Closed -$2.05M – 144
2014
Q3 		$2.16M Buy
22,583
+2,172
+11% +$205K 0.32% 117
2014
Q2 		$1.94M Buy
20,411
+982
+5% +$89.5K 0.3% 148
2014
Q1 		$1.72M Buy
19,429
+1,695
+10% +$149K 0.28% 155
2013
Q4 		$1.58M Buy
+17,734
New +$1.56M 0.26% 164
2013
Q3 		– Sell
-11,857
Closed -$1.05M – 172
2013
Q2 		$1.06M Buy
+11,857
New +$1.05M 0.21% 154

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laffer Tengler Investments's AMLP Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Alerian MLP ETF (AMLP) in Q1 2024, closing a stake of 100 shares — an estimated $4.25K sold.

Laffer Tengler Investments first reported a position in AMLP in Q2 2013 and held it in 20 quarters. The position peaked at $2.16M in Q3 2014. 639 funds tracked by Wall St. Rank hold AMLP as of Q1 2024.

  • Laffer Tengler Investments reported no remaining Alerian MLP ETF position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 100 Alerian MLP ETF shares in Q1 2024, an estimated $4.25K.
  • Laffer Tengler Investments first reported a position in Alerian MLP ETF in Q2 2013 and held it in 20 quarters.
  • Laffer Tengler Investments's Alerian MLP ETF position peaked at $2.16M in Q3 2014.
  • 639 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.