M Holdings Securities’s Alerian MLP ETF AMLP Stock Holding History

M Holdings Securities’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
2021 Q2	–	Sell	-10,276	Closed	-$313K	–	247
2021 Q1	$313K	Hold	10,276	–	–	0.03%	375
2020 Q4	$264K	Buy	+10,276	New	+$247K	0.03%	177
2020 Q3	–	Sell	-26,199	Closed	-$647K	–	159
2020 Q2	$647K	Buy	26,199 +3,957	+18%	+$97K	0.12%	132
2020 Q1	$383K	Buy	22,242 +7,735	+53%	+$262K	0.06%	208
2019 Q4	$617K	Buy	14,507 +5,386	+59%	+$226K	0.18%	126
2019 Q3	$417K	Buy	+9,121	New	+$431K	0.13%	138
2017 Q1	–	Sell	-2,359	Closed	-$149K	–	269
2016 Q4	$149K	Buy	+2,359	New	+$146K	0.05%	247
2014 Q4	–	Sell	-1,301	Closed	-$125K	–	194
2014 Q3	$125K	Buy	+1,301	New	+$123K	0.07%	240

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

M Holdings Securities's AMLP Position: Q2 2021 in Review

M Holdings Securities sold out of Alerian MLP ETF (AMLP) in Q2 2021, closing a stake of 10,276 shares — an estimated $313K sold.

M Holdings Securities first reported a position in AMLP in Q3 2014 and held it in 8 quarters. The position peaked at $647K in Q2 2020. 477 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

M Holdings Securities reported no remaining Alerian MLP ETF position as of Q2 2021 after selling out during the quarter.
M Holdings Securities sold 10,276 Alerian MLP ETF shares in Q2 2021, an estimated $313K.
M Holdings Securities first reported a position in Alerian MLP ETF in Q3 2014 and held it in 8 quarters.
M Holdings Securities's Alerian MLP ETF position peaked at $647K in Q2 2020.
477 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.