Lenox Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Lenox Wealth 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 Q1	$1.55M	Sell	39,767 -5,759	-13%	-$212K	0.19%	36
2021 Q4	$1.49M	Buy	45,526 +816	+2%	+$27.6K	0.18%	38
2021 Q3	$1.49M	Buy	44,710 +377	+0.9%	+$12.6K	0.19%	34
2021 Q2	$1.61M	Buy	44,333 +676	+2%	+$23.2K	0.21%	32
2021 Q1	$1.33M	Buy	43,657 +959	+2%	+$28K	0.18%	30
2020 Q4	$1.1M	Buy	42,698 +3,061	+8%	+$73.6K	0.16%	33
2020 Q3	$792K	Buy	39,637 +230	+0.6%	+$5.32K	0.12%	37
2020 Q2	$973K	Buy	39,407 +3,308	+9%	+$81.1K	0.15%	31
2020 Q1	$621K	Buy	36,099 +27,071	+300%	+$917K	0.12%	35
2019 Q4	$384K	Buy	9,028 +6,544	+263%	+$275K	0.06%	60
2019 Q3	$114K	Sell	2,484 -237	-9%	-$11.2K	0.02%	103
2019 Q2	$134K	Buy	2,721 +40	+1%	+$1.98K	0.02%	97
2019 Q1	$134K	Buy	2,681 +3	+0.1%	+$147	0.03%	89
2018 Q4	$117K	Sell	2,678 -337	-11%	-$16.5K	0.02%	93
2018 Q3	$161K	Sell	3,015 -265	-8%	-$14.3K	0.03%	82
2018 Q2	$166K	Sell	3,280 -8,135	-71%	-$412K	0.04%	64
2018 Q1	$535K	Buy	11,415 +10,136	+792%	+$542K	0.12%	25
2017 Q4	$69K	Buy	+1,279	New	+$68.4K	0.02%	90
2016 Q4	–	Sell	-360	Closed	-$23K	–	110
2016 Q3	$23K	Buy	+360	New	+$22.8K	0.01%	129
2013 Q4	–	Sell	-197	Closed	-$17K	–	378
2013 Q3	$17K	Buy	+197	New	+$17.4K	0.02%	68

Other funds holding AMLP

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Lenox Wealth Advisors's AMLP Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 13% in Q1 2022, selling an estimated $212K and leaving 39,767 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #36.

Lenox Wealth Advisors first reported a position in AMLP in Q3 2013 and has held it in 20 quarters since. The position peaked at $1.61M in Q2 2021. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Lenox Wealth Advisors held 39,767 shares of Alerian MLP ETF worth $1.55M as of Q1 2022.
Lenox Wealth Advisors sold 5,759 Alerian MLP ETF shares in Q1 2022, an estimated $212K.
Alerian MLP ETF made up 0.19% of Lenox Wealth Advisors's portfolio in Q1 2022, its #36 holding.
Lenox Wealth Advisors first reported a position in Alerian MLP ETF in Q3 2013 and has held it in 20 quarters since.
Lenox Wealth Advisors's Alerian MLP ETF position peaked at $1.61M in Q2 2021.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.