Laidlaw Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Laidlaw Wealth 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
2023 Q3	–	Sell	-29,205	Closed	-$1.15M	–	272
2023 Q2	$1.15M	Buy	29,205 +1,339	+5%	+$51.9K	0.22%	107
2023 Q1	$1.08M	Buy	27,866 +14,726	+112%	+$577K	0.22%	116
2022 Q4	$500K	Buy	+13,140	New	+$517K	0.11%	197
2022 Q3	–	Sell	-23,121	Closed	-$797K	–	325
2022 Q2	$797K	Sell	23,121 -13,299	-37%	-$510K	0.16%	147
2022 Q1	$1.4M	Buy	36,420 +27,575	+312%	+$1.01M	0.23%	110
2021 Q4	$290K	Sell	8,845 -1,570	-15%	-$53.2K	0.05%	315
2021 Q3	$347K	Hold	10,415	–	–	0.09%	178
2021 Q2	$379K	Sell	10,415 -139	-1%	-$4.77K	0.1%	176
2021 Q1	$322K	Buy	10,554 +8	+0.1%	+$234	0.11%	159
2020 Q4	$271K	Buy	+10,546	New	+$253K	0.06%	280
2020 Q2	–	Sell	-2,489	Closed	-$43K	–	185
2020 Q1	$43K	Buy	+2,489	New	+$84.3K	0.03%	148

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

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laidlaw Wealth Management's AMLP Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 29,205 shares — an estimated $1.15M sold.

Laidlaw Wealth Management first reported a position in AMLP in Q1 2020 and held it in 11 quarters. The position peaked at $1.4M in Q1 2022. 565 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.

Laidlaw Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 29,205 Alerian MLP ETF shares in Q3 2023, an estimated $1.15M.
Laidlaw Wealth Management first reported a position in Alerian MLP ETF in Q1 2020 and held it in 11 quarters.
Laidlaw Wealth Management's Alerian MLP ETF position peaked at $1.4M in Q1 2022.
565 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.