Logan Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Logan Capital 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
2025 Q2	–	Sell	-400	Closed	-$20.8K	–	496
2025 Q1	$20.8K	Hold	400	–	–	﹤0.01%	372
2024 Q4	$19.3K	Hold	400	–	–	﹤0.01%	379
2024 Q3	$18.9K	Hold	400	–	–	﹤0.01%	380
2024 Q2	$19.2K	Hold	400	–	–	﹤0.01%	374
2024 Q1	$19K	Hold	400	–	–	﹤0.01%	377
2023 Q4	$17K	Hold	400	–	–	﹤0.01%	392
2023 Q3	$16.9K	Hold	400	–	–	﹤0.01%	391
2023 Q2	$15.7K	Buy	+400	New	+$15.5K	﹤0.01%	389

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

AIM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Logan Capital Management's AMLP Position: Q2 2025 in Review

Logan Capital Management sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 400 shares — an estimated $20.8K sold.

Logan Capital Management first reported a position in AMLP in Q2 2023 and held it in 8 quarters. The position peaked at $20.8K in Q1 2025. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Logan Capital Management reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Logan Capital Management sold 400 Alerian MLP ETF shares in Q2 2025, an estimated $20.8K.
Logan Capital Management first reported a position in Alerian MLP ETF in Q2 2023 and held it in 8 quarters.
Logan Capital Management's Alerian MLP ETF position peaked at $20.8K in Q1 2025.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Logan Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.