Lee, Danner & Bass’s Alerian MLP ETF AMLP Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-290	Closed	-$14K	–	240
2024 Q4	$14K	Buy	+290	New	+$13.9K	﹤0.01%	501

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

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

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

AIM

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

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

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

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

Lee, Danner & Bass's AMLP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 290 shares — an estimated $14K sold.

Lee, Danner & Bass first reported a position in AMLP in Q4 2024 and held it in 1 quarter. The position peaked at $14K in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Lee, Danner & Bass reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 290 Alerian MLP ETF shares in Q1 2025, an estimated $14K.
Lee, Danner & Bass first reported a position in Alerian MLP ETF in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Alerian MLP ETF position peaked at $14K in Q4 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.