Legacy Capital Group California’s Alerian MLP ETF AMLP Stock Holding History

Legacy Capital Group California’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 Q2	–	Sell	-5,848	Closed	-$278K	–	309
2024 Q1	$278K	Buy	+5,848	New	+$263K	0.1%	240
2023 Q2	–	Sell	-44,710	Closed	-$1.73M	–	266
2023 Q1	$1.73M	Buy	+44,710	New	+$1.75M	0.84%	17

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Legacy Capital Group California's AMLP Position: Q2 2024 in Review

Legacy Capital Group California sold out of Alerian MLP ETF (AMLP) in Q2 2024, closing a stake of 5,848 shares — an estimated $278K sold.

Legacy Capital Group California first reported a position in AMLP in Q1 2023 and held it in 2 quarters. The position peaked at $1.73M in Q1 2023. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

Legacy Capital Group California reported no remaining Alerian MLP ETF position as of Q2 2024 after selling out during the quarter.
Legacy Capital Group California sold 5,848 Alerian MLP ETF shares in Q2 2024, an estimated $278K.
Legacy Capital Group California first reported a position in Alerian MLP ETF in Q1 2023 and held it in 2 quarters.
Legacy Capital Group California's Alerian MLP ETF position peaked at $1.73M in Q1 2023.
647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.