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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return