Legacy Advisors’s Alerian MLP ETF AMLP Stock Holding History

Legacy Advisors’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	–	Sell	-7,936	Closed	-$273K	–	228
2022 Q2	$273K	Hold	7,936	–	–	0.06%	178
2022 Q1	$304K	Buy	+7,936	New	+$292K	0.06%	165
2019 Q3	–	Sell	-880	Closed	-$43K	–	126
2019 Q2	$43K	Hold	880	–	–	0.03%	213
2019 Q1	$44K	Buy	+880	New	+$43.1K	0.01%	225
2018 Q4	–	Sell	-880	Closed	-$47K	–	128
2018 Q3	$47K	Sell	880 -60	-6%	-$3.24K	0.02%	233
2018 Q2	$47K	Buy	+940	New	+$47.7K	0.04%	191
2018 Q1	–	Sell	-886	Closed	-$47K	–	385
2017 Q4	$47K	Buy	886 +101	+13%	+$5.4K	0.05%	128
2017 Q3	$44K	Hold	785	–	–	0.05%	111
2017 Q2	$46K	Buy	785 +89	+13%	+$5.42K	0.06%	102
2017 Q1	$44K	Buy	696 +103	+17%	+$6.62K	0.06%	99
2016 Q4	$37K	Buy	+593	New	+$36.6K	0.05%	112

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 $980M AUM 9.86% 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

Legacy Advisors's AMLP Position: Q3 2022 in Review

Legacy Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 7,936 shares — an estimated $273K sold.

Legacy Advisors first reported a position in AMLP in Q4 2016 and held it in 11 quarters. The position peaked at $304K in Q1 2022. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Legacy Advisors reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
Legacy Advisors sold 7,936 Alerian MLP ETF shares in Q3 2022, an estimated $273K.
Legacy Advisors first reported a position in Alerian MLP ETF in Q4 2016 and held it in 11 quarters.
Legacy Advisors's Alerian MLP ETF position peaked at $304K in Q1 2022.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Legacy Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.