Loring Wolcott & Coolidge Fiduciary Advisors’s Alerian MLP ETF AMLP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025 Q3	–	Sell	-400	Closed	-$19.5K	–	528
2025 Q2	$19.5K	Buy	+400	New	+$19.4K	﹤0.01%	453
2019 Q1	–	Sell	-1,073	Closed	-$47K	–	701
2018 Q4	$47K	Buy	+1,073	New	+$52.6K	﹤0.01%	422
2018 Q3	–	Sell	-860	Closed	-$43K	–	651
2018 Q2	$43K	Hold	860	–	–	﹤0.01%	439
2018 Q1	$40K	Hold	860	–	–	﹤0.01%	467
2017 Q4	$46K	Buy	+860	New	+$46K	﹤0.01%	443

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AMLP Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 400 shares — an estimated $19.5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AMLP in Q4 2017 and held it in 5 quarters. The position peaked at $47K in Q4 2018. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 400 Alerian MLP ETF shares in Q3 2025, an estimated $19.5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Alerian MLP ETF position peaked at $47K in Q4 2018.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.